Amy Carcione

Analyst-Fixed Income at

A. Montag & Associates, Inc.

Finance

Consumer Services

Profile

Ms. Amy L.
Carcione, CFA, is a Fixed Income Manager at A. Montag & Associates, Inc. She is responsible for overseeing all fixed income investments at MONTAG.
These responsibilities include research, selection, and trading of individual bonds, mutual funds, ETFs, and other securities designed to meet the income and capital preservation needs of MONTAG clients.
Prior to joining MONTAG in 2020, Ms. Carcione worked most recently at PNC Capital Advisors, and began her career at Citigroup Asset Management.
She has over 12 years of experience managing municipal fixed income assets, including mutual funds, money market funds, and institutional investments utilizing both total return and laddered maturity strategies.
Ms. Carcione received her undergraduate degree from the University of Richmond.

Amy Carcione active positions

Companies	Position	Start
A. Montag & Associates, Inc. A. Montag & Associates, Inc. Investment ManagersFinance MONTAG generally selects individual common stocks, mutual funds, ETFs and various taxable and tax-exempt fixed income investments for their clients' portfolios. The firm's approach seeks to balance clients' objectives for asset preservation and growth with their income needs and tolerance for risk.	Analyst-Fixed Income	01/09/2020

All active positions of Amy Carcione

Former positions of Amy Carcione

Companies	Position	End
PNC Capital Advisors LLC PNC Capital Advisors LLC Investment ManagersFinance PCA believes its disciplined, risk-focused approach helps enable consistent client outcomes while allowing for flexibility across mandates to address client-specific objectives. The three key components of their approach to asset management are: (1) client-centered orientation, (2) risk focus, and an (3) integrated team approach. They also provide custom fixed income management capabilities, based upon a client’s specific investment policies, permissible investments, and other portfolio management parameters.	Portfolio Manager-Fixed Income	01/07/2011
Citigroup Asset Management (United States) Citigroup Asset Management (United States) Investment ManagersFinance Profile Unavailabl	Corporate Officer/Principal	-

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Private companies	4
A. Montag & Associates, Inc. A. Montag & Associates, Inc. Investment ManagersFinance MONTAG generally selects individual common stocks, mutual funds, ETFs and various taxable and tax-exempt fixed income investments for their clients' portfolios. The firm's approach seeks to balance clients' objectives for asset preservation and growth with their income needs and tolerance for risk.	Finance
University of Richmond University of Richmond Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Citigroup Asset Management (United States) Citigroup Asset Management (United States) Investment ManagersFinance Profile Unavailabl	Finance
PNC Capital Advisors LLC PNC Capital Advisors LLC Investment ManagersFinance PCA believes its disciplined, risk-focused approach helps enable consistent client outcomes while allowing for flexibility across mandates to address client-specific objectives. The three key components of their approach to asset management are: (1) client-centered orientation, (2) risk focus, and an (3) integrated team approach. They also provide custom fixed income management capabilities, based upon a client’s specific investment policies, permissible investments, and other portfolio management parameters.	Finance