Christine Montz
President at Montz Harcus Wealth Management LLC
Profile
Ms. Christine C.
Montz, CPA, is a President at Montz Harcus Wealth Management LLC.
She has over thirty-five years of extensive tax,financial planning and investment management experience.
She has spent over eight years with the international accounting firm of KPMG Peat Marwick.
She then joined First Commerce Corporation’s Trust Group/Bank One.
She has spent over 10 years with the organization in progressive executive management positions including the oversight of the $16 billion dollar Trust Department and the $2 billion family of proprietary mutual funds.
Ms. Montz received her undergraduate degree from Louisiana State University.
Christine Montz active positions
| Companies | Position | Start |
|---|---|---|
Montz Harcus Wealth Management LLC
 Montz Harcus Wealth Management LLC Investment ManagersFinance Montz Harcus Wealth Management LLC (MHWM) is an independent registered investment advisor and wealth management firm headquartered in New Orleans, Louisiana. Founded by in 2019, MHWM provides financial planning and wealth management solutions to high net worth clients across the country. | President | 30/04/2019 |
Training of Christine Montz
| Louisiana State University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Montz Harcus Wealth Management LLC
Montz Harcus Wealth Management LLC Investment ManagersFinance Montz Harcus Wealth Management LLC (MHWM) is an independent registered investment advisor and wealth management firm headquartered in New Orleans, Louisiana. Founded by in 2019, MHWM provides financial planning and wealth management solutions to high net worth clients across the country. | Finance |
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