Connections Chart
Multi-company connection
Former connections
Name | Gender | Age | Linked companies | Collaboration |
---|---|---|---|---|
Andy Jung | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 9 years |
Douglas S. O'Brien | M | - |
Wake Forest University
| 6 years |
James Watson | M | 69 |
Wake Forest University
| 4 years |
Kurt Thomas Momand | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 7 years |
Curtis Farmer | M | 61 |
Wake Forest University
| 11 years |
Brion Friedmon | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | - |
Stephen R. Berlin | M | - |
Wake Forest University
| 7 years |
Marilyn R. Forbes | F | - |
Wake Forest University
| 3 years |
Doug Ellis | M | - |
Wake Forest University
| 4 years |
Budge Huskey | M | - |
Wake Forest University
| 2 years |
David Barksdale | M | 60 |
Wake Forest University
| 4 years |
James M. Francis | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 11 years |
George E. Northrop | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 10 years |
David I. Wahrhaftig | M | 66 |
Wake Forest University
| 2 years |
Kyle Lorentzen | M | 58 |
Wake Forest University
| 4 years |
Robert Clayton Fletcher | M | 61 |
Wake Forest University
| 4 years |
Carol K. Burns | F | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 6 years |
Jeff Wilson | M | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | 5 years |
Janis Kerns | F | 60 |
Wake Forest University
| 4 years |
Nelson Squires | M | 62 |
Wake Forest University
| 4 years |
Cindi Filer | F | - |
Wake Forest University
| 4 years |
Phil C. Perry | M | - |
Wake Forest University
| 3 years |
Debra Bryant | M | 69 |
Wake Forest University
| 3 years |
Marty Licciardello | M | - |
Wake Forest University
| 3 years |
Peter M. Young | M | - |
Wake Forest University
| 4 years |
Jeffrey A. Batts | M | - |
Wake Forest University
| 4 years |
Allison Ficken | F | 63 |
Wake Forest University
| 4 years |
Chip Hasty | M | - |
Wake Forest University
| 4 years |
David Arthur Leland | M | - |
Wake Forest University
| 4 years |
John Thomas Mills | M | - |
Wake Forest University
| 4 years |
Beverly Brown | F | - |
Wake Forest University
| 4 years |
Michael Miller | M | 59 |
Wake Forest University
| 4 years |
Todd Rumberger | M | - |
Wake Forest University
| 3 years |
Willis Yarberry | M | - |
Wake Forest University
| 4 years |
Susan Larson Williams | F | 66 |
Wake Forest University
| 3 years |
Kevin Cosgrove | M | - |
Wake Forest University
| 4 years |
Mark Erwin | M | 61 |
Wake Forest University
| 4 years |
Ruth Todd | F | - |
Wake Forest University
| 2 years |
Eric M. Flanagan | M | - |
Wake Forest University
| 4 years |
Jerome A. Holmes | M | - |
Wake Forest University
| 4 years |
Rick Blank | M | - |
Wake Forest University
| 2 years |
David Patterson | M | - |
Wake Forest University
| 4 years |
Ernst Albert Zollinger | M | - |
Wake Forest University
| 3 years |
Gerald L. Chrisco | M | - |
Wake Forest University
| 2 years |
Timothy C. Reis | M | 66 |
Wake Forest University
| 3 years |
Michael Finegan | M | 60 |
Wake Forest University
| 4 years |
Michael Nicolais | M | 66 |
Wake Forest University
| 4 years |
John Geissinger | M | - |
Wake Forest University
| 4 years |
Mark I. Thompson | M | - |
Wake Forest University
| 2 years |
Matthew King | M | 65 |
Wake Forest University
| 4 years |
Sam Bass | M | 71 |
Wake Forest University
| 2 years |
David Payne Nolan | M | - |
Wake Forest University
| 4 years |
Robb John Parlanti | M | - |
Wake Forest University
| 4 years |
Johnny Powers | M | 62 |
Wake Forest University
| 4 years |
Martin L. Garcia | M | 68 |
Wake Forest University
| 3 years |
Scott McGill Bruce | M | - |
Wake Forest University
| 4 years |
Warren Stephens | M | 67 |
Wake Forest University
| 2 years |
Hunt Broyhill | M | 59 |
Wake Forest University
| 4 years |
Frederick W. Eubank | M | 60 |
Wake Forest University
| 4 years |
Steven A. Lineberger | M | 66 |
Wake Forest University
| 6 years |
Joseph Root | M | 79 |
Wake Forest University
| 3 years |
Jay Helvey | M | 65 |
Wake Forest University
| 4 years |
Douglas J. Donatelli | M | 62 |
Wake Forest University
| 4 years |
George Andrew Rush | M | 66 |
Wake Forest University
| 4 years |
David Glenn Magee | M | - |
Wake Forest University
| 4 years |
John Boniface Maier | M | 62 |
Wake Forest University
| 3 years |
Jane Davenport | F | - |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | - |
Michael A. Colliflower | M | - |
Wake Forest University
| 1 years |
Douglas J. Warstler | M | - |
Wake Forest University
| 4 years |
Sarah Russell | F | 62 |
Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | - |
Donald K. Jackson | M | - |
Wake Forest University
| 4 years |
Lars Nelson | M | 65 |
Wake Forest University
| 4 years |
John Blair | M | 60 |
Wake Forest University
| 4 years |
James F. Madden | M | - |
Wake Forest University
| 4 years |
Sandra M. Barker | F | - |
Wake Forest University
| 4 years |
Timothy M. Ruane | M | 59 |
Wake Forest University
| 4 years |
Kurt E. Bolin | M | - |
Wake Forest University
| 4 years |
Dan T. Cummins | M | - |
Wake Forest University
| 4 years |
David Steward Yealy | M | - |
Wake Forest University
| 4 years |
Brandon Hayes Harrell | M | - |
Wake Forest University
| 4 years |
David Prothro | M | - |
Wake Forest University
| 4 years |
Mark George Visnic | M | - |
Wake Forest University
| 4 years |
Daniel Marcus Boyd | M | 61 |
Wake Forest University
| 4 years |
Karen Corsaro | F | - |
Wake Forest University
| 4 years |
Statistics
Country | Connections | % of total |
---|---|---|
United States | 84 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- William E. Long
- Personal Network