Ron Canakaris
Portefeuillebeheerder-Aandelen bij Montag & Caldwell LLC
Actieve functies van Ron Canakaris
Bedrijven | Functie | Begin | Einde |
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Montag & Caldwell LLC
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. | Portefeuillebeheerder-Aandelen | 01-09-2010 | - |
Marktstrateeg | 01-01-2018 | - | |
Voorzitter | 01-09-2010 | 01-01-2018 | |
Chief Investment Officer | 01-09-2010 | 01-01-2018 |
Loopbaan van Ron Canakaris
Eerdere bekende functies van Ron Canakaris
Bedrijven | Functie | Begin | Einde |
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Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Voorzitter | 26-06-2009 | - |
Chief Investment Officer | 01-01-1972 | - | |
Directeur van Onderzoek - Eigen Vermogen | 01-01-1972 | - | |
Portefeuillebeheerder-Aandelen | 01-01-1972 | - | |
Portfolio Manager-Fixed Income | 01-01-1972 | - | |
President | 01-01-1972 | - |
Opleiding van Ron Canakaris
University of Florida | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Chairman | 2 |
Chief Investment Officer | 2 |
Portfolio Manager-Equities | 2 |
Sectoraal
Finance | 3 |
Consumer Services | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 2 |
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Montag & Caldwell, Inc.
Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Finance |
Montag & Caldwell LLC
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. | Finance |
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