MONTAG & CALDWELL LLC

MONTAG & CALDWELL LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 104841). Regulatory assets under management: $577.0M.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Investment cos.

Officers, owners & control persons (36)

Showing 25 of 36 people.

NameRoleLocation
Charles Everett MarkwalterEXECUTIVE MANAGING PRINCIPAL AND CEO
Rebecca Mitchell KeisterMANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER
Michael Scott ThompsonMANAGING PRINCIPAL AND CHIEF INVESTMENT OFFICER
William Alan VogelMANAGING PRINCIPAL AND PORTFOLIO MANAGER
Janet Boutin BunchMANAGING PRINCIPAL AND PORTFOLIO MANAGER
Kurt Thomas MomandPRINCIPAL AND PORTFOLIO MANAGER
Ronald Emmanuel CanakarisMANAGING PRINCIPAL
Deborah Jean ThomasPRINCIPAL, DIRECTOR OF OPERATIONS AND TRADING
BILTON STUART DOUGLASBOARD OF DIRECTORS
VOGEL JEFFREY ALANCEO, EXECUTIVE VICE PRESIDENT, BOD; CEO, MANAGER; CEO, PRESIDENT, BOD (+6 more)
BUTLER BUDDY JOSEPHCHIEF OPERATING OFFICE4R
PHILLIPS HENRY HUNGERFORD SPOONERMANAGING MEMBER
LEAVITT THOMASBOARD OF DIRECTORS
CANAKARIS RONALD EMMANUELCEO, PRESIDENT, BOD, CIO,; CHAIRMAN, CIO, MANAGER; CHAIRMAN, CO-CIO, MANAGER (+6 more)
KEISTER REBECCA MITCHELLCHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY; MANAGING PRINCIPAL AND CHIEF COMPLIANCE OFFICER (+1 more)
SCHOUWS ALBERTUS PETRUSBOARD OF DIRECTORS
RUSSELL SARAH ANNE CECILBOARD OF DIRECTORS
BUNCH JANET BOUTINEXECUTIVE VICE PRESIDENT; EXECUTIVE VICE PRESIDENT, BOD; EXECUTIVE VICE PRESIDENT, MANAGER (+3 more)
STAHL BRIAN WILLIAMVICE PRESIDENT, TREASURER
MAXWELL GROVER CLEVELANDEXECUTIVE VICE PRESIDENT
PATTERSON SOLON PETEBOARD OF DIRECTORS; CHAIRMAN OF BOARD
BOUMEESTER HUIBERT GERALDBOARD OF DIRECTORS
CUMING DAVID BROMPTONBOARD OF DIRECTORS
CHESTER ELIZABETH COTTONSR. VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, SECRETARY; SR. VICE PRESIDENT, SECRETARY, COMPLIANCE OFFICER
FLEMING ANDREW NEIL RITHETBOARD OF DIRECTORS

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