Michael Anthony Nadal
Corporate Officer/Principal at Southern Employee Benefits Conference
Profile
Mr. Michael A.
Nadal is a Vice President & Portfolio Manager at Montag & Caldwell LLC, a Member at All Saint's Episcopal School, Inc. and a Principal at Southern Employee Benefits Conference.
He serves as portfolio manager and is a member of the Large Cap Growth Investment Policy Group at Montag & Caldwell.
Prior to joining Montag & Caldwell, Mr. Nadal was associated with two Southeastern-based investment counsel firms, Hamilton Allen & Associates and Paul Manners & Associates.
He is a former member of the Board of Directors for The Community Foundation for Greater Atlanta and serves on the Investment Committee.
He received his BA degree from Boston College in 1975 and an MBA from Georgia State University in 1983.
Michael Anthony Nadal active positions
| Companies | Position | Start |
|---|---|---|
| Southern Employee Benefits Conference | Corporate Officer/Principal | 02/10/2011 |
| All Saint's Episcopal School, Inc. | Corporate Officer/Principal | 02/10/2011 |
Former positions of Michael Anthony Nadal
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | 01/05/2019 |
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. | Portfolio Manager-Equities | - |
Equitable Financial Life Insurance Co.
 Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Corporate Officer/Principal | - |
Paul Manners & Associates, Inc.
 Paul Manners & Associates, Inc. Investment ManagersFinance Paul Manners & Associates, Inc. (PMA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Paul E. Manners in 1979. PMA offers investment management services to corporations, pension plans, endowments, foundations, public funds and high net worth individuals. | Corporate Officer/Principal | - |
The Community Foundation for Greater Atlanta, Inc.
 The Community Foundation for Greater Atlanta, Inc. Investment Trusts/Mutual FundsMiscellaneous The Community Foundation for Greater Atlanta provide personalized service to philanthropists. It has creates a network that connects community members, nonprofits and other partners to strengthen the Atlanta region through philanthropy. The Community Foundation for Greater Atlanta was founded in 1951 and is headquartered in Atlanta, GA. | Director/Board Member | - |
Training of Michael Anthony Nadal
| Boston College | Undergraduate Degree |
| Georgia State University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 7 |
|---|---|
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. | Finance |
Paul Manners & Associates, Inc.
Paul Manners & Associates, Inc. Investment ManagersFinance Paul Manners & Associates, Inc. (PMA) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Paul E. Manners in 1979. PMA offers investment management services to corporations, pension plans, endowments, foundations, public funds and high net worth individuals. | Finance |
Equitable Financial Life Insurance Co.
Equitable Financial Life Insurance Co. Investment Trusts/Mutual FundsMiscellaneous Equitable Life Insurance Co. provides investment advice. Its products include life insurance, retirement, retirement plans for employers and investments. The company was founded by Henry Hyde in 1859 and is headquartered in New York, NY. | Miscellaneous |
The Community Foundation for Greater Atlanta, Inc.
The Community Foundation for Greater Atlanta, Inc. Investment Trusts/Mutual FundsMiscellaneous The Community Foundation for Greater Atlanta provide personalized service to philanthropists. It has creates a network that connects community members, nonprofits and other partners to strengthen the Atlanta region through philanthropy. The Community Foundation for Greater Atlanta was founded in 1951 and is headquartered in Atlanta, GA. | Miscellaneous |
| All Saint's Episcopal School, Inc. | |
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. | Finance |
| Southern Employee Benefits Conference |
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