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Olga Vladimirovna Lee
Analyst-Equity at
A. Montag & Associates, Inc.
Profile
Ms. Olga V.
Lee, CFA MBA, is a Senior Wealth Manager at A. Montag & Associates, Inc. She manages portfolios for individuals and families, and spends a significant amount of her time on investment research and uses a blend of macroeconomic, industry and fundamental analysis in constructing fixed income and equity portfolios.
Prior to joining Montag in 2006, Ms. Lee spent seven years at SunTrust Bank as a portfolio manager and equity research analyst in the value-style discipline.
Ms. Lee received a BS in Business Administration from Shorter College and an MBA from Georgia State University.
Olga Vladimirovna Lee 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-Equity | 01/01/2006 |
Former positions of Olga Vladimirovna Lee
| Companies | Position | End |
|---|---|---|
| SUNTRUST BANKS | Corporate Officer/Principal | - |
Training of Olga Vladimirovna Lee
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
17
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
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 |
Georgia State University
 Georgia State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Shorter College
 Shorter College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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