John Montgomery
John Montgomery is Managing Director and Senior Portfolio Manager at Rockefeller Capital Management, a leading independent, financial advisory services firm. Montgomery has over 25 years of experience developing tailored guidance to entrepreneurs, business owners, family offices, executives, and multigenerational families. His focus has been partnering with clients to customize investment, estate, and philanthropic strategies and to help solve financial challenges and goals. He also focuses on the differentiated needs of business executives and entrepreneurs throughout their entire business life cycle. Prior to joining RCM, he was a Managing Director at UBS Wealth Management and a member of the UBS Pinnacle Club. Montgomery has been recognized as an industry leader by Barron's, Forbes, and Financial Times, and also serves as a board member to several charitable organizations.
John Montgomery Professional Experience / Academic History
Professional Experience
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Managing Director
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Managing Director, Senior Portfolio Manager, and Family Office Consultant
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Senior Vice President, Wealth Management
Academic History
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Bachelors Degree, With Honors
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Executive Education Program
Montgomery served as Managing Director, Senior Portfolio Manager, and Family Office Consultant of The Montgomery Group at UBS.
His grounded experience on the markets helped him deliver independent, objective financial guidance to his clients.
His areas of expertise include monetization and liquidity planning, and post-liquidity management.
EARLY CAREER
Montgomery egan his career in 1991 at Eastman Kodak Company. He went on to join Citigroup Smith Barney in 1993 as a Financial Advisor and Vice President.
In 2000, he founded Atlanta Wealth Management, a full-service wealth and asset management practice within KeyBank.
When Atlanta Wealth Management was acquired in 2005, he joined UBS Private Wealth Management.
RECOGNITIONS