What departments does Montag & Caldwell have?

Montag & Caldwell has employees across 5 departments including Finance, Research, Information Technology, Administrative, Accounting.

What is the largest department at Montag & Caldwell?

The largest department at Montag & Caldwell is Finance with 3 employees.

Where are Montag & Caldwell employees located globally?

Montag & Caldwell has employees across 2 continents and 2 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Montag & Caldwell's team size changed over time?

Montag & Caldwell's team has decreased from approximately 11 to 10 employees based on available data.

Montag & Caldwell Employee Directory

Investment ManagementGeorgia, United States11-50 Employees

Montag & Caldwell is an investment management firm with roots in Atlanta dating back to 1945, when Louis A. Montag established one of the city's early independent advisory practices. The Montag & Caldwell brand, adopted in 1956, delivers proprietary, in-house investment solutions and serves as a fiduciary for its clients. Effective August 1, 2024, it operates as a distinct brand within Advocacy Wealth Management, LLC, an SEC-registered investment adviser, and is based in Atlanta, Georgia.

The firm emphasizes risk management within a holistic, solutions-based approach, with a primary focus on equity strategies alongside fixed income and asset allocation. Its client base ranges from sophisticated institutional investors to individuals and families, and recent developments include the 2023 launch of a Mid-Cap Growth model strategy and the introduction of the 2224 4EVER Series.

Montag & Caldwell Global Highlights

North America
32

United States Of America
32

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Montag & Caldwell's Leadership

S. P.
Chief Executive Officer
Mobile Phone
Email
S. T.
Chief Investment Officer
Mobile Phone
Email
M. N.
Vice President - Portfolio Manager
Mobile Phone
Email
M. T.
Vp & Co-Director Of Research And Security Analys
Mobile Phone
Email
B. V.
Managing Partner
Mobile Phone
Email
R. C.
Chairman, President And Chief Information Officer
Mobile Phone
Email
R. C.
Chairman & Chief Investment Officer
Mobile Phone
Email
D. T.
Vice President
Mobile Phone
Email

Montag & Caldwell Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Finance
Information Technology
Accounting
Other
Administrative

Contact profiles from Montag & Caldwell

Name

Title

Contact Info

Location

Last Update

B. V.
Managing Partner
Mobile Phone
Email
United StatesGeorgia
Aug 21, 2025
S. T.
Chief Investment Officer
Mobile Phone
Email
United StatesGeorgia
Aug 22, 2025
R. C.
Chairman, President And Chief Information Officer
Mobile Phone
Email
Sep 13, 2024
R. C.
Chairman & Chief Investment Officer
Mobile Phone
Email
May 27, 2025
S. P.
Chief Executive Officer
Mobile Phone
Email
Oct 16, 2024
M. N.
Vice President - Portfolio Manager
Mobile Phone
Email
United StatesGeorgia
Jul 17, 2025
D. T.
Vice President
Mobile Phone
Email
United StatesGeorgia
Aug 21, 2025
D. H.
Vice President
Mobile Phone
Email
United StatesGeorgia
Oct 21, 2024
J. B.
Executive Vice President, Portfolio Manager
Mobile Phone
Email
Jan 21, 2025
J. H.
Vice President
Mobile Phone
Email
Oct 23, 2024

Frequently Asked Questions

What is Montag & Caldwell known for?

Montag & Caldwell was founded in 1945 operates in the Investment Management industry. The company's main headquarters is located in 3455 Peachtree Road Northeast Suite 1500 Atlanta, Georgia 30326 United States; you can contact the main corporate office by phone at

+1-404-836-****

. Explore Montag & Caldwell's company overview page for more information.

What is Montag & Caldwell's most common email format?

Montag & Caldwell employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Montag & Caldwell email formats with LeadIQ.

How many employees does Montag & Caldwell have currently?

Montag & Caldwell has approximately 21 employees as of February 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Montag & Caldwell's key employees and leadership?

As of February 2026, Montag & Caldwell's key employees include:

Chief Executive Officer: S. P.
Chief Investment Officer: S. T.
Vice President - Portfolio Manager: M. N.
Vp & Co-Director Of Research And Security Analys: M. T.
Managing Partner: B. V.

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Montag & Caldwell Employee Directory

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