Montag & Caldwell LLC
Legal Name: MONTAG & CALDWELL, LLC
Full Contact Details
Other Info
Montag & Caldwell LLC is legally known as MONTAG & CALDWELL, LLC. It is a DE Limited Liability Company. This firm has 21 employees, of which 15 are employees in advisory roles. It serves 10 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jun 2, 1980.
Direct Owners
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ANDREW WINTER JUNG
MANAGING PRINCIPAL AND DIRECTOR OF INVESTMENTS owns less than 5%
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CHARLES EVERETT MARKWALTER
EXECUTIVE MANAGING PRINCIPAL AND CEO owns more than 5% but less than 10%
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JAMES MERLIN FRANCIS
MANAGING PRINCIPAL AND DIRECTOR OF MARKETING owns less than 5%
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JANET BOUTIN BUNCH
MANAGING PRINCIPAL AND DIRECTOR OF OPERATIONS owns more than 10% but less than 25%
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MICHAEL SCOTT THOMPSON
MANAGING PRINCIPAL AND DIRECTOR OF RESEARCH owns less than 5%
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REBECCA MITCHELL KEISTER
MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER owns less than 5%
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RONALD EMMANUEL CANAKARIS
MANAGING PRINCIPAL AND STRATEGIST, CHAIRMAN EMERITUS owns more than 25% but less than 50%
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WILLIAM ALAN VOGEL
MANAGING PRINCIPAL, PORTFOLIO MANAGER owns more than 10% but less than 25%
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