Montag & Caldwell LLC
Investment ManagersFinance
Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts.
Portfolio Manager-Equities
Portfolio Manager-Equities
Chairman
Portfolio Manager-Equities
Chief Executive Officer
Director of Research – Equity
Portfolio Manager-Equities
Portfolio Manager-Equities
Portfolio Manager-Equities
Portfolio Manager-Equities
Portfolio Manager-Equities
Portfolio Manager-Equities
Chief Investment Officer
Emory University
Masters Business Admin
Masters Business Admin
Masters Business Admin
Masters Business Admin
Credit Suisse Securities (USA) LLC (Broker)
Credit Suisse Securities (USA) LLC (Broker)
Investment Banks/BrokersFinance
Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world.
Analyst-Equity
Corporate Officer/Principal
Analyst-Equity
Stanford University
Undergraduate Degree
Corporate Officer/Principal
Graduate Degree
Georgia State University
Undergraduate Degree
Undergraduate Degree
Masters Business Admin
Vanderbilt University
Undergraduate Degree
Graduate Degree
Masters Business Admin
Truist Securities, Inc.
Investment Banks/BrokersFinance
Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients.
Analyst-Equity
Analyst-Equity
Private Equity Investor
Kellogg School of Management
Masters Business Admin
Masters Business Admin
Sewanee-The University of the South
Corporate Officer/Principal
Undergraduate Degree
The Fuqua School of Business
Masters Business Admin
Masters Business Admin
Duke University
Other Consumer ServicesConsumer Services
Duke University is an academic university that offers undergraduate, graduate and professional programs. It also has publications and research services. The university was founded in 1838 and is headquartered in Durham, NC.
Masters Business Admin
Undergraduate Degree
New York University
Masters Business Admin
Graduate Degree
Ernst & Young LLP (Missouri)
Ernst & Young LLP (Missouri)
Miscellaneous Commercial ServicesCommercial Services
Ernst & Young provides accounting services. Its services include auditing, accounting, tax and transaction services, assurance and advisory business, online transaction advisory and a wide range of financial services. The company was founded by Arthur Young and Alwin C. Ernst in 1881 and is headquartered in Kansas City, MO.
Corporate Officer/Principal
Corporate Officer/Principal
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Merrill Lynch, Pierce, Fenner & Smith, Inc.
Investment Banks/BrokersFinance
Founded in 1958, Merrill Lynch Piece Fenner & Smith, Inc. is an SEC registered broker/dealer located in New York City. The firm is a subsidiary of BAC North America Holding Co. and their ultimate parent is Bank of America Corp. (NYSE BAC).
Corporate Officer/Principal
Corporate Officer/Principal
EARNEST Partners LLC
Investment ManagersFinance
EARNEST Partners LLC is a SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1999 by Paul Viera Jr. They are a subsidiary of Westchester Limited EP LLC, owned by PEV Revocable Living Trust. EARNEST Partners provides investment advice to various types of clients.
Corporate Officer/Principal
Corporate Officer/Principal
PricewaterhouseCoopers LLP
PricewaterhouseCoopers LLP
Miscellaneous Commercial ServicesCommercial Services
PricewaterhouseCoopers LLC provides assurance, tax and advisory services. Its services include audit and assurance, consulting, deals, human resources, legal, tax, and family business. The firm also offers accountability, risk management, structuring, mergers and acquisitions, and performance and process improvement. The company was founded in 1998 and is headquartered in Buffalo, NY.
Corporate Officer/Principal
Corporate Officer/Principal
ABS Capital Partners, Inc.
ABS Capital Partners, Inc.
Investment ManagersFinance
ABS Capital Partners, Inc. (ABS Capital Partners) is a private equity firm founded in 1990 by Don Bruce Hebb and Tim Thaddeus Weglicki. The firm is headquartered in Washington, DC.
Private Equity Analyst
Private Equity Analyst
University of Mississippi
Undergraduate Degree
Undergraduate Degree
The Trustees of Columbia University in The City of New York
Masters Business Admin
Masters Business Admin
University of Georgia
Masters Business Admin
Undergraduate Degree
Auburn University
Masters Business Admin
Undergraduate Degree
Macquarie Capital (USA), Inc.
Macquarie Capital (USA), Inc.
Investment Banks/BrokersFinance
Founded in 2001, Macquarie Capital (USA), Inc. is a registered broker/dealer located in New York City. The firm is a subsidiary of Macquarie Bank Ltd. (ASX: MBL). They provide coverage of the following industries: resources, healthcare, security/defense, transportation, financial services, retail/consumer products, TMET (telecommunications, media, entertainment and technology), oil & gas, diversified manufacturing/distribution and infrastructure/utilities. Macquarie Capital (USA), Inc. is a member of FINRA.
Analyst-Equity
Analyst-Equity
Boston College
Undergraduate Degree
Masters Business Admin
Virginia Polytechnic Institute & State University
Undergraduate Degree
Undergraduate Degree
University of Florida
Undergraduate Degree
Undergraduate Degree
Neurogene, Inc.
BiotechnologyHealth Technology
Neurogene, Inc. focuses on developing disease modifying therapeutics for severe neurologic diseases. Its pipeline includes multiple gene therapy products for ultra-rare diseases, as well as a novel technology that has the potential for use in monogenic autism spectrum disorders and indications not well suited for gene therapy. The company was founded by Rachel McMinn in January 2018 and is headquartered in New York, NY.
Director/Board Member
Tentarix Biotherapeutics LP
Tentarix Biotherapeutics LP
BiotechnologyHealth Technology
Tentarix Biotherapeutics LP operates as a biotechnology company. The company is headquartered in La Jolla, CA.
Director/Board Member
Novo Ventures (US), Inc.
Investment ManagersFinance
Novo Ventures (US), Inc. is a venture capital firm located in San Francisco. The firm is a subsidiary of Novo A/S and their ultimate parent is Novo Nordisk Fonden.
Corporate Officer/Principal
Covid Apollo Project LLC
Financial ConglomeratesFinance
Covid Apollo Project LLC aims to facilitate a safe and sustainable return to work and school by identifying, assembling, developing, and scaling the most promising COVID-19 diagnostic opportunities. Covid Apollo Project is based in Boston, MA. The private company was organized and funded under the leadership of RA Capital, a biotechnology-focused investment firm, in collaboration with Redmile Group, Samsara Biocapital, Perceptive Advisors, and Bain Capital. The CEO of the company is Stefan Willemsen.
Director/Board Member
Nalo Therapeutics, Inc.
Pharmaceuticals: MajorHealth Technology
Nalo Therapeutics, Inc. is a company that focuses on developing therapeutics to address unmet needs in cancer. Nalo Therapeutics is based in Belmont, CA and the CEO of the company is Keith Wilson. The company targets oncogenic driver mutations and/or proteins that are often difficult to drug. The company was founded in 2017 and collaborates with UCSF scientific cofounders.
Director/Board Member
Tentarix Biotherapeutics, Inc.
Tentarix Biotherapeutics, Inc.
BiotechnologyHealth Technology
Tentarix Biotherapeutics, Inc. operates as a biotechnology company for intelligent therapies with multifunctional biologics. The private company is based in San Diego, CA. Andrew Kidd has been the CEO of the company since 2024.
Director/Board Member
JIYA ACQUISITION CORP.
Chief Investment Officer
Omniox, Inc.
Pharmaceuticals: MajorHealth Technology
Omniox, Inc. operates as a biopharmaceutical company which develops medicines for hypoxic diseases. Its technology overcomes fundamental biochemical shortcomings of hemoglobin-based and per fluorocarbon oxygen delivery approaches. The company was founded in 2006 by Stephen P. L. Cary, Michael A. Marletta, Jonathan Winger and Elizabeth Marshall Boon and is headquartered in San Carlos, CA.
Director/Board Member
MORGAN STANLEY
Corporate Officer/Principal
RED STAR MACALLINE GROUP CORPORATION LTD.
Director/Board Member
ESR GROUP LIMITED
Director/Board Member
Shanghai e-Shang Warehousing Services Co., Ltd.
Shanghai e-Shang Warehousing Services Co., Ltd.
Miscellaneous Commercial ServicesCommercial Services
Shanghai e-Shang Warehousing Services Co., Ltd. engages in the development of logistics warehousing facilities. Its business activities include build-to-suit warehouse facilities, standard warehouse facilities, sale-and-leaseback, and property services. The company was founded by Dong Ping Sun and Jin Chu Shen on July 8, 2011 and is headquartered in Shanghai, China.
Director/Board Member
ARA ASSET MANAGEMENT LIMITED
Director/Board Member
SUNSHINE 100 CHINA HOLDINGS LTD
Director/Board Member
GE Capital Greater China
Corporate Officer/Principal
VINCOM RETAIL
Director/Board Member
Titan Investment Group Ltd.
Director/Board Member
Warburg Pincus Asia LLC
Investment ManagersFinance
Warburg Pincus Asia LLC is a private equity firm founded in 1994 headquartered at Hong Kong.
Private Equity Investor
VINGROUP
Director/Board Member
Samsara Biocapital LLC
Investment ManagersFinance
Samsara Biocapital LLC (Samsara Biocapital) is an independent venture capital firm founded in 2016 by Srinivas Akkaraju. The firm is headquartered in Palo Alto, California.
Private Equity Investor