Nick Orphan
Plus aucun poste en cours
Profil
Mr. Nick Orphan is a Princpal at A.
Montag & Associates, Inc. He joined A Montag & Associates in 2001.
Mr. Orphan is a graduate of the University of Cincinnati, with a BS in Political Science, has an MS in Management as well as an MS in Financial Services from the American College in Bryn Mawr, Pa.
He is a Certified Financial Planner™ certificant, a Chartered Financial Consultant, and a Chartered Life Underwriter.
He is a member of the Financial Planning Association, the Atlanta Estate Planning Council, the Society of Financial Service Professionals, and other industry organizations.
Anciens postes connus de Nick Orphan
| Sociétés | Poste | Fin |
|---|---|---|
A. Montag & Associates, Inc.
 A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Sales & Marketing | - |
Formation de Nick Orphan
| University of Cincinnati (Ohio) | Undergraduate Degree |
| The American College of Financial Services | Graduate Degree |
Expériences
Fonctions occupées
Sociétés liées
| Entreprise privées | 1 |
|---|---|
A. Montag & Associates, Inc.
A. Montag & Associates, Inc. Investment ManagersFinance A. Montag & Associates, Inc. (MONTAG) is an independent wealth management firm and registered investment advisor headquartered in Atlanta, Georgia. The firm was founded by Louis Anthony (Tony) Montag in 1982. MONTAG provides portfolio management and general consulting services to individuals, families, trusts, estates, charitable organizations and foundations and other endowed institutions. | Finance |
