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Karriereverlauf von Andy Jung
Ehemalige bekannte Positionen von Andy Jung
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Analyst-Equity | 01.01.2001 | 01.06.2009 |
Chief Investment Officer | 01.03.2017 | 01.01.2019 | |
Direktor der Forschung - Eigenkapital | 01.06.2009 | 01.03.2017 | |
Director of Investments | 01.01.2019 | 01.11.2020 | |
Portfolio Manager-Aktien | 01.02.2015 | 01.11.2020 | |
Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Analyst-Equity | 01.01.2001 | - |
Direktor der Forschung - Eigenkapital | 01.01.2001 | - | |
Portfolio Manager-Aktien | 01.01.2001 | 15.10.2009 | |
Strong Capital Management, Inc.
![]() Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Analyst-Equity | - | - |
Suntrust Robinson Humphrey Capital Markets
![]() Suntrust Robinson Humphrey Capital Markets Investment Banks/BrokersFinance Part of Truist Financial Corp., Suntrust Robinson Humphrey Capital Markets is a security brokerage services company. The company is based in Nashville, TN. | Corporate Officer/Principal | - | - |
Ausbildung von Andy Jung
Marquette University | Undergraduate Degree |
Emory University | Masters Business Admin |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Analyst-Equity | 3 |
Director of Research - Equity | 2 |
Portfolio Manager-Equities | 2 |
Sektoral
Finance | 5 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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Montag & Caldwell, Inc.
![]() Montag & Caldwell, Inc. Investment ManagersFinance Montag & Caldwell, Inc. is a registered investment advisor headquartered in Atlanta, Georgia. The firm is a subsidiary of RBS Holdings NV and their ultimate parent is RFS Holdings BV. Montag & Caldwell traces their roots to 1945 when Louis A. Montag formed Atlanta's first independent investment advisory firm. In 1956, Eugene Caldwell was made a partner and the firm's name was changed to Montag & Caldwell, Inc. In 1968, Montag & Caldwell, working with Financial Services Corp., incorporated their first mutual fund, the Alpha Fund. The firm serves a wide range of individual and institutional clients through separate accounts and mutual funds. They have experience working with retirement plans, endowment funds, foundations, state and local governments, hospitals, insurance companies, credit unions and Taft-Hartley funds. | Finance |
Strong Capital Management, Inc.
![]() Strong Capital Management, Inc. Financial ConglomeratesFinance Strong Capital Management, Inc. (SCM) provides investment management services to the Strong family of mutual funds, corporate and public employee retirement funds, endowments, foundations, Taft Hartley plans, and individuals. Founded in 1974, the firm is independently owned by professionals active in its day-to-day management. | Finance |
Montag & Caldwell LLC
![]() Montag & Caldwell LLC Investment ManagersFinance Montag & Caldwell LLC (M&C) is an independent, SEC-registered investment adviser headquartered in Atlanta, Georgia. Founded in 1945, the firm was formerly known as Montag & Caldwell, Inc. and changed their name to Montag & Caldwell LLC after a successful employee-led buyout in 2010. M&C provides proprietary investment solutions to a wide range of institutional and individual clients through separate accounts. | Finance |
Suntrust Robinson Humphrey Capital Markets
![]() Suntrust Robinson Humphrey Capital Markets Investment Banks/BrokersFinance Part of Truist Financial Corp., Suntrust Robinson Humphrey Capital Markets is a security brokerage services company. The company is based in Nashville, TN. | Finance |