Profile
Joseph B. Foley worked as a Senior Portfolio Manager at A. Montag & Associates, Inc. from 2004 to 2021 and as a Director at SunTrust Banks, Inc. He received his undergraduate degree from Centre College in 1978.
Former positions of Joe Foley
| Companies | Position | End |
|---|---|---|
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. | Portfolio Manager-Equities | 01/04/2021 |
| SUNTRUST BANKS | Corporate Officer/Principal | - |
Training of Joe Foley
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
SunTrust Banks, Inc.
SunTrust Banks, Inc. Regional BanksFinance National commercial bank | Finance |
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 |
Centre College
Centre College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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