Portfolio Manager

  • Georgia State University, B.B.A., 1979

Mr. Momand 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 investment professional experience spans 45 years.  Prior to his affiliation with the Montag & Caldwell brand, he was affiliated for more than 12 years with Trusco Capital Management, where he was a Managing Director and senior portfolio manager serving institutional clients.  Mr. Momand is on the Board of Young Harris College, and his professional affiliations include the CFA Institute and the CFA Society Atlanta.


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