Randy Loving

Analyst-Equity at

A. Montag & Associates, Inc.

Consumer Services

Finance

Profile

Mr. James R.
Loving, CFA MBA, is a Senior Wealth Manager at A. Montag & Associates, Inc. He is a Financial Advisor who works with families and institutions.
He is experienced in the management of stocks and bonds, and focuses his work on asset allocation and security selection.
Prior to joining Montag, Mr. Loving was part of a team managing significant institutional equity mutual funds and strategies for an institutional investment firm in Atlanta that was acquired by private equity, then Virtus.
For over 20 years, he has overseen investments in public securities for institutional and individual investors.
He also has extensive personal experience investing in small businesses and commercial real estate.
He received his BA in International Relations & Economics from American University and a M.B.A. from Goizueta Business School, Emory University.

Randy Loving 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	01/06/2015

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Private companies	3
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
Emory University Emory University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
American University American University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services