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Randy Loving
Analyst-Equity at A. Montag & Associates, Inc.
Profile
Mr. James R.
Loving, CFA MBA, is a Portfolio Manager at A.
Montag & Associates, Inc. He manages portfolios for individuals, families and institutions, and devotes much of his time to investment analysis.
He has worked in the investments field for over 18 years.
Prior to joining Montag, Mr. Loving was a Sector Portfolio Manager for RidgeWorth Investments.
His responsibilities included management of the technology and financial sectors.
In addition, he spent eight years at SunTrust as both an Equity Analyst and Portfolio Manager in the Personal Asset Management group.
He began his career at The Northern Trust in Chicago.
He received his BA in International Relations & Economics from American University and a M.B.A.
from Goizueta Business School, Emory University.
Randy Loving active positions
Companies | Position | Start |
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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. | Analyst-Equity | 31/05/2015 |
Training of Randy Loving
American University | Undergraduate Degree |
Emory University | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 1 |
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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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