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Historique de carrière de John Edward Montgomery
Anciens postes connus de John Edward Montgomery
Sociétés | Poste | Début | Fin |
---|---|---|---|
Capital Fiduciary Advisors LLC
![]() Capital Fiduciary Advisors LLC Investment ManagersFinance Capital Fiduciary Advisors LLC (CFA) is the asset management subsidiary of Union Bank Trust, which is ultimately held by Atlantic Union Bankshares Corp. (NASDAQ: AUB). Headquartered in Reston, Virginia, CFA provides investment advisory services to their clients. | Directeur en chef des Investissements | 01/02/2014 | 01/06/2017 |
Potomac Asset Management Co., Inc.
![]() Potomac Asset Management Co., Inc. Investment ManagersFinance Potomac Asset Management Co., Inc. (PAMCO) is a private equity firm founded in 1981. The firm is headquartered in Frederick, Maryland. | Membre du Comité d'Investissement | - | 31/05/1999 |
Corporate Officer/Principal | - | 31/05/1999 | |
Montgomery Brothers, Inc.
![]() Montgomery Brothers, Inc. Investment ManagersFinance Founded by Mark Montgomery and John Montgomery in 1999, Montgomery Brothers, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm specializes in discretionary portfolio management for individuals and small to mid-size institutional investors. | Analyst-Equity | 01/06/1999 | 08/12/2009 |
Directeur en chef des Investissements | 01/06/1999 | - | |
Fondateur | 08/10/2009 | - | |
Gestionnaire de Portefeuille-Actions | 01/06/1999 | - | |
Portfolio Manager-Fixed Income | 01/06/1999 | - | |
Corporate Officer/Principal | 01/06/1999 | 19/04/2010 | |
President | 26/05/2011 | - |
Formation de John Edward Montgomery
Georgetown University | Undergraduate Degree |
New York University | Masters Business Admin |
Statistiques
Internationale
Etats-Unis | 6 |
Opérationnelle
Chief Investment Officer | 2 |
Corporate Officer/Principal | 2 |
Analyst-Equity | 1 |
Sectorielle
Finance | 4 |
Consumer Services | 3 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
Entreprise privées | 3 |
---|---|
Montgomery Brothers, Inc.
![]() Montgomery Brothers, Inc. Investment ManagersFinance Founded by Mark Montgomery and John Montgomery in 1999, Montgomery Brothers, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm specializes in discretionary portfolio management for individuals and small to mid-size institutional investors. | Finance |
Potomac Asset Management Co., Inc.
![]() Potomac Asset Management Co., Inc. Investment ManagersFinance Potomac Asset Management Co., Inc. (PAMCO) is a private equity firm founded in 1981. The firm is headquartered in Frederick, Maryland. | Finance |
Capital Fiduciary Advisors LLC
![]() Capital Fiduciary Advisors LLC Investment ManagersFinance Capital Fiduciary Advisors LLC (CFA) is the asset management subsidiary of Union Bank Trust, which is ultimately held by Atlantic Union Bankshares Corp. (NASDAQ: AUB). Headquartered in Reston, Virginia, CFA provides investment advisory services to their clients. | Finance |
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