![Michael Anthony Nadal](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Michael Anthony Nadal
Corporate Officer/Principal bij Southern Employee Benefits Conference
Momenteel actieve connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Ron Canakaris | M | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | 52 jaar |
William Alan Vogel | M | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | 36 jaar |
Charles Everett Markwalter | M | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | 36 jaar |
Janet Boutin Bunch | F | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | 51 jaar |
David Lee Watson | M | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | 25 jaar |
Kurt Thomas Momand | M | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | 21 jaar |
Sandra M. Barker | F | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | 27 jaar |
Craig Bradford Wheaton | M | 68 |
Southern Employee Benefits Conference
| - |
John M. Dickson | M | - |
Southern Employee Benefits Conference
| - |
Relatiegrafiek
Connectie in verschillende bedrijven
Oude connecties
Naam | Geslacht | Leeftijd | Verwante bedrijven | Samenwerking |
---|---|---|---|---|
Helen Morgan Donahue | F | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | 23 jaar |
Katherine E. Ryan | F | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | 15 jaar |
Andy Jung | M | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 9 jaar |
James M. Francis | M | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | 11 jaar |
Mark A. Nowak | M | - |
Boston College
| 7 jaar |
George E. Northrop | M | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds.
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | 10 jaar |
Dean C. Christians | M | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 15 jaar |
Brion Friedmon | M | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | - |
Richard L. Mucci | M | 73 |
Boston College
| 6 jaar |
Jonathan M. Albano | M | - |
Boston College
| 7 jaar |
Paul Cellucci | M | 75 |
Boston College
| 7 jaar |
Baron J. Frankel | M | - |
Georgia State University
| 5 jaar |
Leo M. O'Brien | M | - |
Boston College
| 4 jaar |
Robert J. Staab | M | - |
Boston College
| 4 jaar |
John Patrick McDonough | M | - |
Boston College
| 4 jaar |
Elizabeth M. Hurley | F | - |
Boston College
| 4 jaar |
Richard F. Fernandez | M | 81 |
Boston College
| 4 jaar |
Michael E. Rubin | M | 72 |
Boston College
| 4 jaar |
Philip Damiano | M | - |
Boston College
| 4 jaar |
Walter N. Foss | M | - |
Boston College
| 4 jaar |
Dennis R. LaFiura | M | - |
Boston College
| 3 jaar |
Kurt F. Buseck | M | - |
Boston College
| 4 jaar |
Carol K. Burns | F | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 6 jaar |
Walter A. Looney | M | - |
Boston College
| 4 jaar |
Steven J. Appell | M | - |
Boston College
| 4 jaar |
Gregory Pusey | M | 71 |
Boston College
| 4 jaar |
Traver Clinton Smith | M | - |
Boston College
| 3 jaar |
Michael Fiorile | M | 69 |
Boston College
| 4 jaar |
Richard J. Fougere | M | 74 |
Boston College
| 4 jaar |
Jim Foy | M | - |
Boston College
| 4 jaar |
Brad Roche | M | - |
Boston College
| 4 jaar |
Arthur J. Maxwell | M | - |
Boston College
| 4 jaar |
John Richard Launie | M | 70 |
Boston College
| 4 jaar |
Paul Altieri | M | - |
Boston College
| 4 jaar |
Robert Kempf | M | - |
Boston College
| 4 jaar |
Kevin Joseph Burke | M | - |
Boston College
| 4 jaar |
Dave Bogonovich | M | - |
Boston College
| 4 jaar |
Mary A. Mullin | F | - |
Boston College
| 4 jaar |
Conrad J. Bletzer | M | - |
Boston College
| 4 jaar |
Edwin Christopher Johns | M | - |
Boston College
| 4 jaar |
Nicholas Rabiecki | M | - |
Boston College
| 4 jaar |
Edward J. Markey | M | - |
Boston College
| 3 jaar |
Richard P. Maisto | M | - |
Boston College
| 4 jaar |
R. Nicholas Burns | M | 68 |
Boston College
| 4 jaar |
Marianne D. Short | F | 72 |
Boston College
| 3 jaar |
Mark D. Severini | M | 69 |
Boston College
| 4 jaar |
Andrew N. Bernstein | M | 71 |
Boston College
| 3 jaar |
Robert E. Rzewnicki | M | - |
Boston College
| 4 jaar |
Michael A. DeBernardi | M | 70 |
Boston College
| 4 jaar |
Richard Gingras | M | 72 |
Boston College
| 4 jaar |
Jorge F. Sanchez | M | 67 |
Boston College
| 4 jaar |
Albert Notini | M | 67 |
Boston College
| 4 jaar |
Brian E. Stack | M | - |
Boston College
| 4 jaar |
Paul Fulchino | M | 77 |
Boston College
| 2 jaar |
John Randy MacDonald | M | 68 |
Boston College
| 4 jaar |
Paul Mellett | M | 68 |
Boston College
| 4 jaar |
Joseph G. Mahler | M | 71 |
Boston College
| 4 jaar |
Neil Budnick | M | 70 |
Boston College
| 4 jaar |
Richard L. Aloi | M | 69 |
Boston College
| 4 jaar |
Paul Sellier | M | - |
Boston College
| 4 jaar |
John R. Ferris | M | 67 |
Boston College
| 4 jaar |
Bruce R. Speca | M | 68 |
Boston College
| 4 jaar |
Jack F. Iles | M | - |
Boston College
| 4 jaar |
Michael McGrath | M | 74 |
Boston College
| 4 jaar |
Mark Beaudouin | M | 69 |
Boston College
| 3 jaar |
James Maher | M | 75 |
Boston College
| 4 jaar |
George Migausky | M | 69 |
Boston College
| 4 jaar |
Christina L. Shea | F | 71 |
Boston College
| 4 jaar |
Daniel Lawrence Leary | M | - |
Boston College
| 4 jaar |
Andy J. Krone | M | - |
Boston College
| 4 jaar |
Charles B. Seelig | M | - |
Boston College
| 4 jaar |
Bernard J. Rothwell | M | - |
Boston College
| 4 jaar |
Patrick J. Alandt | M | - |
Boston College
| 4 jaar |
John Gilligan | M | 69 |
Boston College
| 4 jaar |
Charles D. Ferris | M | 90 |
Boston College
| 3 jaar |
James P. Dunn | M | - |
Boston College
| 4 jaar |
Peter H. R. Sibley | M | - |
Boston College
| 4 jaar |
Al Zink | M | - |
Boston College
| 4 jaar |
Michael S. Greco | M | - |
Boston College
| 3 jaar |
Brian G. Rothwell | M | - |
Boston College
| 4 jaar |
Deborah Golden | F | 69 |
Boston College
| 4 jaar |
Robert S. Torino | M | 70 |
Boston College
| 4 jaar |
David Homer Berryman | M | 72 |
Boston College
| 4 jaar |
Steve Raboin | M | - |
Boston College
| 4 jaar |
Lee J. Tesconi | M | - |
Boston College
| 4 jaar |
Stephen J. Brogan | M | - |
Boston College
| 4 jaar |
Keith C. Shaughnessy | M | - |
Boston College
| 4 jaar |
Eileen McCarthy Toti | F | - |
Boston College
| 4 jaar |
Jane Davenport | F | - |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | - |
Ron Lecours | M | - |
Boston College
| 1 jaar |
Dale Hunt | F | - |
Boston College
| 4 jaar |
Statistieken
Land | Connecties | % van het totaal |
---|---|---|
Verenigde Staten | 100 | 100.00% |
Ouderdom van de connecties
Actief
Verleden
Man
Vrouw
Besturend
Uitvoerend
Oorsprong van de connecties
- Beurs
- Insiders
- Michael Anthony Nadal
- Persoonlijk netwerk