John Edward Montgomery

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Profile

Mr. John E.
Montgomery is a Managing Director & Chief Investment Officer at Capital Fiduciary Advisors LLC.
Prior to joining Capital Fiduciary Advisors, Mr. Montgomery was a Co-Founder & President at Montgomery Brothers, Inc. and a Managing Director at Potomac Asset Management Co., Inc. Mr. Montgomery received his BS in Economics from Georgetown University and his MBA in Finance from New York University School of Business Administration.

Former positions of John Edward Montgomery

Companies	Position	End
Capital Fiduciary Advisors LLC Capital Fiduciary Advisors LLC Investment ManagersFinance Capital Fiduciary Advisors LLC (CFA) is the asset management subsidiary of Union Bank Trust, which is ultimately held by Atlantic Union Bankshares Corp. (NASDAQ: AUB). Headquartered in Reston, Virginia, CFA provides investment advisory services to their clients.	Chief Investment Officer	2017-05-31
Potomac Asset Management Co., Inc. Potomac Asset Management Co., Inc. Investment ManagersFinance Potomac Asset Management Co., Inc. (PAMCO) is a private equity firm founded in 1981. The firm is headquartered in Frederick, Maryland.	Investment Committee Member	1999-05-30
Montgomery Brothers, Inc. Montgomery Brothers, Inc. Investment ManagersFinance Founded by Mark Montgomery and John Montgomery in 1999, Montgomery Brothers, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm specializes in discretionary portfolio management for individuals and small to mid-size institutional investors.	Founder	-

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Training of John Edward Montgomery

New York University	Masters Business Admin
Georgetown University	Undergraduate Degree

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Linked companies

Private companies	3
Potomac Asset Management Co., Inc. Potomac Asset Management Co., Inc. Investment ManagersFinance Potomac Asset Management Co., Inc. (PAMCO) is a private equity firm founded in 1981. The firm is headquartered in Frederick, Maryland.	Finance
Montgomery Brothers, Inc. Montgomery Brothers, Inc. Investment ManagersFinance Founded by Mark Montgomery and John Montgomery in 1999, Montgomery Brothers, Inc. is a registered investment advisor located in Bethesda, Maryland. The firm specializes in discretionary portfolio management for individuals and small to mid-size institutional investors.	Finance
Capital Fiduciary Advisors LLC Capital Fiduciary Advisors LLC Investment ManagersFinance Capital Fiduciary Advisors LLC (CFA) is the asset management subsidiary of Union Bank Trust, which is ultimately held by Atlantic Union Bankshares Corp. (NASDAQ: AUB). Headquartered in Reston, Virginia, CFA provides investment advisory services to their clients.	Finance

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