Profil
Ms. Christine R.
Quillian, CFA, is a Senior Wealth Manager at A. Montag & Associates, Inc. She manages portfolios for individuals, families and institutions, and devotes much of her time to investment research.
She uses macroeconomics and industry-specific analyses to identify strong businesses that are attractively priced.
Prior to joining Montag in 2010, Ms. Quillian regularly contributed to the quantitative analysis and macroeconomic research at a Chicago-based investment firm.
She began her career at SunTrust Bank where she co-led a top-down equity specialization practice.
Ms. Quillian received a BA in Art History from Davidson College.
She is a Chartered Financial Analyst.
Postes actifs de Christine Richardson Quillian
| Sociétés | Poste | Début |
|---|---|---|
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 | 01/01/2010 |
Anciens postes connus de Christine Richardson Quillian
| Sociétés | Poste | Fin |
|---|---|---|
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance OIA uses several methods of investment analysis and investment strategies to provide services to their clients. Their methods of analysis include fundamental analysis; technical analysis; and valuation analysis. The firm monitors economic and corporate issues, both domestic and international, for events, changes or trends which might affect the financial markets or particular economic sectors as part of their equity and balanced approach. They review individual stocks based on the fundamental operating conditions of the issuing company with particular emphasis on consistency and momentum of earnings growth, return on equity, conservativeness of debt structure, improvements in cash flow , valuation of the stock and the level and growth of dividends. OIA reviews bonds based on the ratings assigned to the particular bond by the bond rating agencies, the structure of the yield curve and spreads among various bond classes, the financial fundamentals of the bond issuer, and other factors for their fixed income analysis. The firm’s investment strategies include long-term purchases; short-term purchases; short-term trading; and stock options. | Gestionnaire de Portefeuille-Actions | 31/12/2009 |
Formation de Christine Richardson Quillian
Expériences
Fonctions occupées
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Inactives
Sociétés cotées
Entreprise privées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Sociétés liées
| Entreprise privées | 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 |
Optimum Investment Advisors LLC
Optimum Investment Advisors LLC Investment ManagersFinance OIA uses several methods of investment analysis and investment strategies to provide services to their clients. Their methods of analysis include fundamental analysis; technical analysis; and valuation analysis. The firm monitors economic and corporate issues, both domestic and international, for events, changes or trends which might affect the financial markets or particular economic sectors as part of their equity and balanced approach. They review individual stocks based on the fundamental operating conditions of the issuing company with particular emphasis on consistency and momentum of earnings growth, return on equity, conservativeness of debt structure, improvements in cash flow , valuation of the stock and the level and growth of dividends. OIA reviews bonds based on the ratings assigned to the particular bond by the bond rating agencies, the structure of the yield curve and spreads among various bond classes, the financial fundamentals of the bond issuer, and other factors for their fixed income analysis. The firm’s investment strategies include long-term purchases; short-term purchases; short-term trading; and stock options. | Finance |
Davidson College
Davidson College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















