General Investing >> Money Manager Interviews >> December 14, 2023
M. Scott Thompson, CFA, is Managing Principal and Chief Investment Officer at Montag & Caldwell. He joined Montag in 1992 upon graduating from the University of the South with a B.A. in Economics. He held the role of Director of Research from March 2017 to November 2020, and of Co-Director of Research from June 2009 to March 2017, before being appointed CIO in November 2020. Mr. Thompson received his MBA from Emory University. His professional affiliations include the CFA Institute, as well as the CFA Society Atlanta, where he is a former Trustee. Profile
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. Profile
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TWST: Let’s start off with an overview of your company for our readers, a snapshot of the business and what characterizes your overall investment
