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Baldwin Montgomery
Mitglied des Investmentausschusses bei
Waters, Parkerson & Co. LLC
Profil
Mr. Jonathan B. Montgomery, CFA, is a Co-Managing Partner & Member of the Investment Committee at Waters, Parkerson & Co. LLC.
He joined the firm in 2001.
Mr. Montgomery was previously employed as a Corporate Lender by Whitney National Bank.
He was a corporate lender with Whitney National Bank.
He received a B.B.A. from the University of Mississippi in 1998.
He is a member of the CFA Institute and is a Past President of the CFA Society of Louisiana.
Aktive Positionen von Baldwin Montgomery
| Unternehmen | Position | Beginn |
|---|---|---|
Waters, Parkerson & Co. LLC
 Waters, Parkerson & Co. LLC Investment ManagersFinance WPC employs a conservative, disciplined and long-term investment approach with an emphasis on diversification of assets and preservation of capital. The equity portion of the portfolio seeks to produce capital appreciation augmented by dividend income through a diverse portfolio of companies with primarily large-caps, strong fundamentals, outstanding management, and a history of earnings growth. Their equity strategy includes a bottom-up stock selection with a focus on undervalued companies that will experience long-term secular change. The fixed income portion of the portfolio aims to produce maximum current income with safety of principal. | Mitglied des Investmentausschusses | 01.02.2001 |
Ehemalige bekannte Positionen von Baldwin Montgomery
| Unternehmen | Position | Ende |
|---|---|---|
Whitney Bank (Old)
 Whitney Bank (Old) Regional BanksFinance Whitney National Bank is a large-cap GARP manager that takes a long-term approach to investment management. They base decisions on detailed knowledge of securities and look for companies that are distinguished by their ability to increase sales, earnings and dividends consistently and significantly. | Corporate Officer/Principal | 31.12.2000 |
Ausbildung von Baldwin Montgomery
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
42
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Waters, Parkerson & Co. LLC
Waters, Parkerson & Co. LLC Investment ManagersFinance WPC employs a conservative, disciplined and long-term investment approach with an emphasis on diversification of assets and preservation of capital. The equity portion of the portfolio seeks to produce capital appreciation augmented by dividend income through a diverse portfolio of companies with primarily large-caps, strong fundamentals, outstanding management, and a history of earnings growth. Their equity strategy includes a bottom-up stock selection with a focus on undervalued companies that will experience long-term secular change. The fixed income portion of the portfolio aims to produce maximum current income with safety of principal. | Finance |
Whitney Bank (Old)
Whitney Bank (Old) Regional BanksFinance Whitney National Bank is a large-cap GARP manager that takes a long-term approach to investment management. They base decisions on detailed knowledge of securities and look for companies that are distinguished by their ability to increase sales, earnings and dividends consistently and significantly. | Finance |
University of Mississippi
 University of Mississippi Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
