Christine Montz
Präsident bei Montz Harcus Wealth Management LLC
Profil
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.
Aktive Positionen von Christine Montz
Unternehmen | Position | Beginn |
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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. | Präsident | 01.05.2019 |
Ausbildung von Christine Montz
Louisiana State University | Undergraduate Degree |
Erfahrungen
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Private Unternehmen | 1 |
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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 |