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Network origin in Tony Montag first degree
Entity | Entity type | Industry | |
---|---|---|---|
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.
22
| Private Company | Investment Managers | 22 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Tony Montag via their personal network
Company | Sector | Related people | Main position |
---|---|---|---|
Emory University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Graduate Degree | |
Georgia State University | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
Davidson College | College/University | Undergraduate Degree Undergraduate Degree | |
Georgia Institute of Technology | College/University | Undergraduate Degree Undergraduate Degree | |
Principal Global Investors LLC
![]() Principal Global Investors LLC Investment ManagersFinance Principal Global Investors LLC, dba Principal Asset Management (Principal AM), is a SEC-registered investment advisor headquartered in Des Moines, Iowa. The firm was founded in 1998 and is a wholly owned subsidiary of the Principal Global Investors Holding Co. (US) LLC and their ultimate parent is Principal Financial Group, Inc. (NASDAQ: PFG). Principal AM provides investment advisory services to institutional investors and individuals on a discretionary or non-discretionary basis. | Investment Managers | Portfolio Manager-Equities | |
Washington University in St. Louis | College/University | Undergraduate Degree | |
OLDE Discount Corp.
![]() OLDE Discount Corp. Investment Banks/BrokersFinance OLDE Discount Corp. provides securities brokerage services. The private company is based in Detroit, MI. | Investment Banks/Brokers | Corporate Officer/Principal | |
University of Richmond | College/University | Undergraduate Degree | |
Bobby Dodd Institute, Inc.
![]() Bobby Dodd Institute, Inc. Services to the Health IndustryHealth Services The Bobby Dodd Institute, Inc. provides training and employment opportunities for the disabled. It offers work evaluation, vocational training, work adjustment, job placement, technical training, food services training and assistance programs for the differently-abled people. The company was founded in 1960 and is headquartered in Atlanta, GA. | Services to the Health Industry | Director/Board Member | |
Andala Enterprises, Inc.
![]() Andala Enterprises, Inc. BroadcastingConsumer Services Andala Enterprises, Inc. operates radio broadcasting stations. The private company is based in Pensacola, FL and has subsidiaries in the United States. | Broadcasting | President | |
Shorter College | College/University | Undergraduate Degree | |
Centre College | College/University | Undergraduate Degree | |
TBFM LLP
![]() TBFM LLP Investment ManagersFinance TBFM LLP, do-business-as Buffington Mohr McNeal (BMN), is an independent, SEC-registered investment advisor headquartered in Boise, Idaho. The firm was founded in 1998 by Melvin Buffington, Bruce Mohr and Carey McNeal. BMN provides wealth planning, retirement planning, and investment management services on a discretionary basis to individuals and families, foundations and endowments, municipal and state organizations, and small business entities. | Investment Managers | Analyst-Equity | |
Optimum Investment Advisors LLC
![]() Optimum Investment Advisors LLC Investment ManagersFinance Optimum Investment Advisors LLC (OIA) is a registered investment advisor headquartered in Chicago, Illinois and was founded in 1989. The firm is a subsidiary of Optimum Investment Group LLC. OIA provides investment advisory services consisting primarily of discretionary asset management through use of equity, fixed income and balanced (between equity securities such as stocks and fixed income securities such as municipal and government bonds) portfolios. Their clients include individual persons, investment companies, pension and profit sharing plans, trusts, estates, charitable organizations, corporations or similar business and governmental entities. | Investment Managers | Portfolio Manager-Equities | |
The American College of Financial Services | College/University | Graduate Degree | |
National Center For Civil & Human Rights, Inc.
![]() National Center For Civil & Human Rights, Inc. Other Consumer ServicesConsumer Services National Center For Civil & Human Rights, Inc. operates a museum for the education of the American civil rights movement. The company was founded in 2007 and is headquartered in Atlanta, GA. | Other Consumer Services | Director/Board Member | |
University of Cincinnati (Ohio) | College/University | Undergraduate Degree | |
Keane Capital Management, Inc.
![]() Keane Capital Management, Inc. Investment ManagersFinance Keane Capital Management, Inc. provides investment advice. The company was founded by Peter Keane in 1999 and is headquartered in Charlotte, NC. | Investment Managers | Corporate Officer/Principal | |
Rhodes College | College/University | Undergraduate Degree | |
University of Georgia | College/University | Undergraduate Degree | |
Boston College | College/University | Undergraduate Degree | |
Gratus Capital LLC
![]() Gratus Capital LLC Investment ManagersFinance Gratus Capital LLC is a SEC-registered investment advisor and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Hank McLarty in 2006 as Gratus Capital Management LLC. They are a subsidiary of Focus Operating LLC, ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). Gratus Capital provides investment management services on a discretionary and non-discretionary basis to individuals, families, high net worth individuals, retirement accounts, ERISA plans, charities, limited partnerships, and other businesses. They also serve as the investment manager of several private funds. | Investment Managers | Analyst-Equity | |
University of Tennessee | College/University | Undergraduate Degree | |
SunTrust Bank (Richmond Branch)
![]() SunTrust Bank (Richmond Branch) Regional BanksFinance SunTrust Bank provides commercial banking services. The company was founded in 1999 and is headquartered in Richmond, VA. | Regional Banks | Corporate Officer/Principal | |
Wilmington Trust Co.
![]() Wilmington Trust Co. Regional BanksFinance Part of M&T Bank Corp., Wilmington Trust Co. is a state chartered commercial bank. The company is based in Wilmington, DE. William James Farrell has been the CEO of the company since 1976. | Regional Banks | Corporate Officer/Principal | |
American University | College/University | Undergraduate Degree | |
Buckhead Capital Management LLC
![]() Buckhead Capital Management LLC Investment ManagersFinance Buckhead Capital Management LLC (Buckhead Capital) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1994 by Eugene Pearce and Matthew Reams. Buckhead Capital offers investment supervisory services and manage investment advisory accounts for individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations and other commercial entities, pension and profit-sharing plans, and registered investment advisors. In addition, the firm provides investment advisory services to participants of wrap fee programs sponsored by other firms. | Investment Managers | Analyst-Equity | |
Wake Forest University | College/University | Masters Business Admin | |
Atlanta Society of Financial Analysts | Corporate Officer/Principal | ||
Silvant Capital Management LLC
![]() Silvant Capital Management LLC Investment ManagersFinance Silvant Capital Management LLC is a registered investment advisor located in Atlanta, Georgia. The firm is a 100% owned subsidiary of Virtus Fund Advisers LLC, which was formerly known as RidgeWorth Capital Management LLC prior to the acquisition of RidgeWorth by Virtus Investment Partners, Inc. on June 1, 2017. Virtus Fund Advisers is an investment adviser registered with the SEC and is also a money management holding company. Virtus Fund Advisers is a wholly-owned subsidiary of Virtus Intermediate Holdings LLC, which is wholly owned by Virtus Partners, Inc., whose parent company is Virtus Investment Partners, Inc. Prior to 2008, Silvant was known as the Growth Equity division of Trusco Capital Management, Inc., which became RidgeWorth in 2008. | Investment Managers | President | |
The Ohio University
![]() The Ohio University Other Consumer ServicesConsumer Services Central Hockey League operates a professional minor league hockey teams playing in small to medium-sized markets primarily in central and southwestern US states. The league, which was started in 1992, is managed and operated by WPHL, a subsidiary of Global Entertainment Corporation. | College/University | Undergraduate Degree | |
Georgetown University | College/University | Masters Business Admin | |
MARVION INC. | Precious Metals | Chairman | |
Visiting Nurse Health System, Inc.
![]() Visiting Nurse Health System, Inc. Medical/Nursing ServicesHealth Services Visiting Nurse Health System, Inc. provides home health care services. The non-profit company is based in Atlanta, GA. Norene Mostkoff has been the CEO of the company since 2016. | Medical/Nursing Services | Director/Board Member | |
Silverberry Capital LLC | Corporate Officer/Principal | ||
University of Pennsylvania | College/University | Undergraduate Degree | |
Dartmouth College | College/University | Masters Business Admin | |
University of South Carolina | College/University | Undergraduate Degree | |
University of Washington
![]() University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
The Motley Fool Holdings, Inc.
![]() The Motley Fool Holdings, Inc. Investment ManagersFinance The Motley Fool Holdings, Inc. engages in the provision of investment advisory solutions. It offers retirement services, stock advisor, portfolio, inside value, income investor, investment commentary, and mutual fund. The company was founded by Erik Rydholm, Thomas M. Gardner, and David H. Gardner in 1993 and is headquartered in Alexandria, VA. | Investment Managers | Corporate Officer/Principal | |
The Bank of New York Mellon Corp. (Wealth Management)
![]() The Bank of New York Mellon Corp. (Wealth Management) Investment ManagersFinance The Bank of New York Mellon Corp. (Wealth Management) (BNY Mellon Wealth Management) is the wealth management division of The Bank of New York Mellon Corp. (NYSE: BK), an investment banking services holding company headquartered in New York City. The firm was formed from the merger of The Bank of New York and the Mellon Financial Corporation in 2007. BNY Mellon Wealth Management provides investment management, wealth management and banking services to individuals, families, family offices, charitable gift programs, endowments and foundations. | Investment Managers | Portfolio Manager-Equities | |
Xavier University | College/University | Masters Business Admin | |
The American University of Paris | College/University | Undergraduate Degree |
Statistics
International
United States | 49 |
Singapore | 2 |
France | 2 |
Sectoral
Consumer Services | 27 |
Finance | 20 |
Health Services | 3 |
Non-Energy Minerals | 2 |
Operational
Portfolio Manager-Equities | 23 |
Undergraduate Degree | 22 |
Analyst-Equity | 19 |
Corporate Officer/Principal | 17 |
Masters Business Admin | 10 |
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