Jeff Montgomery
President at TCG Group Holdings LLP
Profile
Jeffrey Alan Montgomery is currently the President of TCG Group Holdings LLP since 2016.
Prior to this, he was the Chairman & Chief Executive Officer of AFAM Capital, Inc. from 2010 to 2013 and the President of National Financial Partners Securities, Inc. from 2001 to 2008.
Montgomery has an undergraduate degree from the University of St. Thomas and a graduate degree from the University of Oregon.
Jeff Montgomery active positions
| Companies | Position | Start |
|---|---|---|
TCG Group Holdings LLP
 TCG Group Holdings LLP Financial ConglomeratesFinance Part of HUB International Ltd., TCG Group Holdings LLP is a company that provides financial solutions. The company is based in Austin, TX. The company was founded in 2000 by John Joseph Pesce and Mike Cochran. John Joseph Pesce has been the CEO since 2000. TCG Group Holdings was acquired by HUB International Ltd. on July 07, 2021. | President | 2016-04-30 |
Former positions of Jeff Montgomery
| Companies | Position | End |
|---|---|---|
National Financial Partners Securities, Inc.
 National Financial Partners Securities, Inc. Miscellaneous Commercial ServicesCommercial Services National Financial Partners Securities, Inc. provides financial advisory services. Its financial planning, investment advisory products and services comprise funds of hedge and mutual fund wrap accounts, financial planning, securities transaction execution, investment consulting, traditional broker, and dealer services. The company is headquartered in New York, NY | President | 2008-01-29 |
AFAM Capital, Inc.
 AFAM Capital, Inc. Investment ManagersFinance AFAM Capital, Inc. is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by Al Frank in 1977 as Al Frank Asset Management, Inc. They are a subsidiary of Kovitz Investment Group Partners LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFAM Capital offers separately managed account services to individuals and institutional investors including pension plan sponsors, endowments and foundations. | Chief Executive Officer | - |
Training of Jeff Montgomery
| University of St. Thomas | Undergraduate Degree |
| University of Oregon | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
National Financial Partners Securities, Inc.
National Financial Partners Securities, Inc. Miscellaneous Commercial ServicesCommercial Services National Financial Partners Securities, Inc. provides financial advisory services. Its financial planning, investment advisory products and services comprise funds of hedge and mutual fund wrap accounts, financial planning, securities transaction execution, investment consulting, traditional broker, and dealer services. The company is headquartered in New York, NY | Commercial Services |
AFAM Capital, Inc.
AFAM Capital, Inc. Investment ManagersFinance AFAM Capital, Inc. is a wealth management firm headquartered in Chicago, Illinois. The firm was founded by Al Frank in 1977 as Al Frank Asset Management, Inc. They are a subsidiary of Kovitz Investment Group Partners LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). AFAM Capital offers separately managed account services to individuals and institutional investors including pension plan sponsors, endowments and foundations. | Finance |
TCG Group Holdings LLP
TCG Group Holdings LLP Financial ConglomeratesFinance Part of HUB International Ltd., TCG Group Holdings LLP is a company that provides financial solutions. The company is based in Austin, TX. The company was founded in 2000 by John Joseph Pesce and Mike Cochran. John Joseph Pesce has been the CEO since 2000. TCG Group Holdings was acquired by HUB International Ltd. on July 07, 2021. | Finance |
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