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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