Montag & Caldwell LLC

Montag & Caldwell, LLC, a Delaware-based Limited Liability Company established in 1980, has 21 employees, with the majority holding advisory positions. The firm caters to the financial needs of 10 clients and is listed as an SEC-approved entity.

• ANDREW WINTER JUNG

  MANAGING PRINCIPAL AND DIRECTOR OF INVESTMENTS owns less than 5%

• CHARLES EVERETT MARKWALTER

  EXECUTIVE MANAGING PRINCIPAL AND CEO owns more than 5% but less than 10%

• JAMES MERLIN FRANCIS

  MANAGING PRINCIPAL AND DIRECTOR OF MARKETING owns less than 5%

• JANET BOUTIN BUNCH

  MANAGING PRINCIPAL AND DIRECTOR OF OPERATIONS owns more than 10% but less than 25%

• MICHAEL SCOTT THOMPSON

  MANAGING PRINCIPAL AND DIRECTOR OF RESEARCH owns less than 5%

• REBECCA MITCHELL KEISTER

  MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER owns less than 5%

• RONALD EMMANUEL CANAKARIS

  MANAGING PRINCIPAL AND STRATEGIST, CHAIRMAN EMERITUS owns more than 25% but less than 50%

• WILLIAM ALAN VOGEL

  MANAGING PRINCIPAL, PORTFOLIO MANAGER owns more than 10% but less than 25%

• Roark Capital Management LLC
• Invictus Capital Investors
• BILL Spalding Wealth Management
• Argonne Capital Group LLC
• Chatham Credit Management III LLC
• GUTT Financial Management LLC
• SARD Wealth Management Group LLC
• Balentine LLC
• Signature Wealth Management Group LLC
• Bowen Hanes & Co Inc

• Montag & Caldwell, LLC Q3 2022 vs. Q4 2022: A Look at the Changes in Fund Holdings

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