BBB Accredited Business Profile

Montag & Caldwell, LLC

Montag & Caldwell, LLC

(404) 262-0100

Montag & Caldwell, LLC

48 years in business
3455 Peachtree Rd NE Ste 1200
Atlanta, GA 30326-4202
Additional Phone Numbers
  • (800) 458-5868
BBB File Opened: 01/01/1969
Business Started: 01/01/1969
Type of Entity
Limited Liability Corporation
Contact Information
  • Principal: Mr. Brian Stahl, Principal
  • Mr. Peter N. Atwell, Market Analyst
  • Ms. Sandra M. Barker, Security Analyst
  • Ms. Janet B. Bunch, Director of Operations
  • Ms. Piper L. Burnette, Security Analyst
  • Mr. Ronald E. Canakaris, Chairman & Chief Investment Officer
  • Mr. Dean C. Christians, Vice President and Manager of Trading
  • Mr. James L. Deming, Portfolio Manager
  • Ms. Helen M. Donahue, Portfolio Manager
  • Ms. James M. Francis IV, Vice President - Marketing
  • Mr. Mark C. Hayes, Security Analyst
  • Ms. Ann Claire Lathem, Assistant Vice President - Trading
  • Mr. Charles E. Markwalter, Portfolio Manager
  • Mr. Grover C. Maxwell III, Executive Vice President and Portfolio Manager
  • Mr. Kurt T. Momand, Managing Director and Senior Portfolio Manager
  • Mr. Michael A. Nadal, Portfolio Manager
  • Mr. George M. Northrop, Senior Vice President and Director of Marketing
  • Ms. Katherine E. Ryan, Vice President - Trading
  • Mr. M. Scott Thompson, Vice President, Co-Director of Research
  • Mr. William A. Vogel, Chief Executive Officer, President & Portfolio Man
  • Mr. David L. Watson, Portfolio Manager
  • Mr. Jeffrey S. Wilson, Security Analyst

Business Category
  • Investment Advisory Service

Montag & Caldwell, LLC

Montag & Caldwell, LLC

BBB ACCREDITED SINCE 01/01/1969

Customer Review Rating:

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Composite Score:

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