James M. Francis

James M. Francis, CAIA, is Managing Principal and Director of Marketing at Montag & Caldwell, LLC. He joined the firm in 2001. Previously, he served as a Portfolio Strategist for First Union National Bank (Wells Fargo). Mr. Francis provides clients, prospects, and other intermediaries detailed information regarding the investment philosophy, process, and holdings specific to Montag’s investment strategies. Mr. Francis’ professional affiliations include the Chartered Alternative Investment Analyst Association. He received his B.A. from Duquesne University and MBA from The University of Georgia.