John Montgomery

John Montgomery

Formal First Name

John Montgomery is a Managing Director, Senior Portfolio Manager, and Family Office Consultant of The Montgomery Group at UBS. His grounded experience on the markets help him deliver independent, objective financial guidance to his clients. Prior to joining UBS in 2005, he was a Senior Vice President of McDonald Investments, Founder of Atlanta Wealth Management before it was acquired, and a Sales and Credit Manager at Kodak Company where he started his career. With over 25 years of experience delivering investment guidance and financial education, he is able to help a wide range of clients meet their challenges and embrace opportunities, through extensive experience and knowledge. His areas of expertise include monetization and liquidity planning, and post-liquidity management.

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Academic History

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