Kent Shaw
Analyst-Equity at A. Montag & Associates, Inc.
Profile
Mr. Kenneth W.
Shaw is a Portfolio Manager at A.
Montag & Associates, Inc. He joined the firm in December 2013.
In addition to his work as a portfolio manager, he plays an important role as an equity analyst, employing principles of fundamental “bottom-up” analysis in his work.
Prior to joining Montag, Mr. Shaw was a senior analyst and partner at Buckhead Capital Management in Atlanta.
There, he specialized in small- and mid-cap value stock analysis, while contributing to portfolio management.
He also spent a number of years at Wachovia Bank as a financial advisor and currency trader.
His academic interest is whetted each year at his alma mater, Wake Forest, where he teaches graduate and undergraduate classes on equity analysis.
Mr. Shaw received a BA in Finance from the University of South Carolina and an MBA from Wake Forest University.
He is a Chartered Financial Analyst.
Kent Shaw active positions
| Companies | Position | Start |
|---|---|---|
A. Montag & Associates, Inc.
 A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Analyst-Equity | 2013-11-30 |
Former positions of Kent Shaw
| Companies | Position | End |
|---|---|---|
OLDE Discount Corp.
 OLDE Discount Corp. Investment Banks/BrokersFinance OLDE Discount Corp. provides securities brokerage services. The private company is based in Detroit, MI. | Corporate Officer/Principal | - |
Keane Capital Management, Inc.
 Keane Capital Management, Inc. Investment ManagersFinance Keane Capital Management, Inc. provides investment advice. The company was founded by Peter Keane in 1999 and is headquartered in Charlotte, NC. | Corporate Officer/Principal | - |
| Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | - |
Buckhead Capital Management LLC
 Buckhead Capital Management LLC Investment ManagersFinance Buckhead Capital Management LLC (Buckhead Capital) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1994 by Eugene Pearce and Matthew Reams. Buckhead Capital offers investment supervisory services and manage investment advisory accounts for individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations and other commercial entities, pension and profit-sharing plans, and registered investment advisors. In addition, the firm provides investment advisory services to participants of wrap fee programs sponsored by other firms. | Analyst-Equity | - |
Training of Kent Shaw
| University of South Carolina | Undergraduate Degree |
| Wake Forest University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 5 |
|---|---|
Buckhead Capital Management LLC
Buckhead Capital Management LLC Investment ManagersFinance Buckhead Capital Management LLC (Buckhead Capital) is an independent, SEC-registered investment advisor headquartered in Atlanta, Georgia. The firm was founded in 1994 by Eugene Pearce and Matthew Reams. Buckhead Capital offers investment supervisory services and manage investment advisory accounts for individuals, trusts, estates, charitable organizations and endowments, professional and religious organizations, corporations and other commercial entities, pension and profit-sharing plans, and registered investment advisors. In addition, the firm provides investment advisory services to participants of wrap fee programs sponsored by other firms. | Finance |
Keane Capital Management, Inc.
Keane Capital Management, Inc. Investment ManagersFinance Keane Capital Management, Inc. provides investment advice. The company was founded by Peter Keane in 1999 and is headquartered in Charlotte, NC. | Finance |
| Wachovia Bank NA (Charlotte, North Carolina) | Finance |
OLDE Discount Corp.
OLDE Discount Corp. Investment Banks/BrokersFinance OLDE Discount Corp. provides securities brokerage services. The private company is based in Detroit, MI. | Finance |
A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Finance |
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