Jeff Harari
Director of Finance/CFO at A. Montag & Associates, Inc.
Profile
Mr. Jeffrey Harari is a Chief Financial Officer & Chief Compliance Officer at A.
Montag & Associates, Inc. As Chief Financial Officer, he manages the financial and administrative operations at MONTAG.
As Chief Compliance Officer, he has primary responsibility for the firm’s compliance program.
He also assists with the planning and support of strategic planning initiatives designed for developing and growing the firm.
He received his undergraduate degree from State University of New York at Binghamton.
Jeff Harari active positions
| Companies | Position | Start |
|---|---|---|
A. Montag & Associates, Inc.
 A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Director of Finance/CFO | 31/12/2018 |
Training of Jeff Harari
| State University of New York at Binghamton | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Finance |
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