Portfolio Manager

• Oglethorpe University, B.B.A., 1979

Ms. Bunch serves as a Portfolio Manager for Montag and Caldwell, an Advocacy Wealth  Company, and is responsible for managing Client portfolios invested in Montag & Caldwell brand large cap growth, mid cap growth, and balanced strategies.  Her experience in the financial industry spans over 50 years, and includes both research analysis and portfolio management roles.  Her professional affiliations include the CFA Institute and the CFA Society Atlanta, former Trustee and past President.