Profil
Mr. John E.
Montgomery is a Managing Director & Chief Investment Officer at Capital Fiduciary Advisors LLC.
Prior to joining Capital Fiduciary Advisors, Mr. Montgomery was a Co-Founder & President at Montgomery Brothers, Inc. and a Managing Director at Potomac Asset Management Co., Inc.
Mr. Montgomery received his BS in Economics from Georgetown University and his MBA in Finance from New York University School of Business Administration.
Ehemalige bekannte Positionen von John Edward Montgomery
| Unternehmen | Position | Ende |
|---|---|---|
Capital Fiduciary Advisors LLC
 Capital Fiduciary Advisors LLC Investment ManagersFinance Capital Fiduciary Advisors LLC (CFA) is the asset management subsidiary of Union Bank Trust, which is ultimately held by Atlantic Union Bankshares Corp. (NASDAQ: AUB). Headquartered in Reston, Virginia, CFA provides investment advisory services to their clients. | Chief Investment Officer | 01.06.2017 |
Potomac Asset Management Co., Inc.
 Potomac Asset Management Co., Inc. Investment ManagersFinance Potomac Asset Management Co., Inc. (PAMCO) is a private equity firm founded in 1981. The firm is headquartered in Frederick, Maryland. | Mitglied des Investmentausschusses | 31.05.1999 |
Montgomery Brothers, Inc.
 Montgomery Brothers, Inc. Investment ManagersFinance Founded by Mark Montgomery and John Montgomery in 1999, Montgomery Brothers, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm specializes in discretionary portfolio management for individuals and small to mid-size institutional investors. | Gründer | - |
Ausbildung von John Edward Montgomery
| New York University | Masters Business Admin |
| Georgetown University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Potomac Asset Management Co., Inc.
Potomac Asset Management Co., Inc. Investment ManagersFinance Potomac Asset Management Co., Inc. (PAMCO) is a private equity firm founded in 1981. The firm is headquartered in Frederick, Maryland. | Finance |
Montgomery Brothers, Inc.
Montgomery Brothers, Inc. Investment ManagersFinance Founded by Mark Montgomery and John Montgomery in 1999, Montgomery Brothers, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm specializes in discretionary portfolio management for individuals and small to mid-size institutional investors. | Finance |
Capital Fiduciary Advisors LLC
Capital Fiduciary Advisors LLC Investment ManagersFinance Capital Fiduciary Advisors LLC (CFA) is the asset management subsidiary of Union Bank Trust, which is ultimately held by Atlantic Union Bankshares Corp. (NASDAQ: AUB). Headquartered in Reston, Virginia, CFA provides investment advisory services to their clients. | Finance |
