CEO; Portfolio Manager

• Dartmouth College, B.A., 1987

Mr. Markwalter serves as CEO of Advocacy Wealth Management.  He also serves as a Portfolio Manager for Montag & Caldwell, an Advocacy Wealth Company, and is responsible for managing Client portfolios invested in Montag & Caldwell brand large cap growth, mid cap growth, and thematic growth strategies as well as fixed income and balanced strategies, including Montag & Caldwell’s global tactical allocation model.  His experience in the financial industry spans over 35 years, and includes portfolio management and banking roles as well as executive and managerial positions.  Prior to his affiliation with the Montag & Caldwell brand, he served 9 years as a Vice President and portfolio manager for Trusco Capital Management.  His professional affiliations include the CFA Institute and the CFA Society Atlanta.