Chief Investment Officer; Portfolio Manager/Research Analyst

• The University of the South, B.A., 1992
• Emory University, M.B.A., 2000

Mr. Thompson serves as CIO for Advocacy Wealth Management.  His investment professional experience spans over 30 years, earned in service to Montag & Caldwell which became an Advocacy Wealth Company in August 2024.  He has held the CIO role for Montag & Caldwell for the past 3 years, and prior to that was a Montag & Caldwell Director of Research for 15 years.  He also serves as a Portfolio Manager/Research Analyst for Montag & Caldwell brand large cap growth, mid cap growth, and thematic growth strategies.  He is a former trustee for his alma mater, The University of the South.  He is a member of the Buckhead Rotary Club, and his professional affiliations include the CFA Institute and the CFA Society Atlanta, former Trustee.