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Kent Shaw
Analyst-Equity en
A. Montag & Associates, Inc.
.
Perfil
Mr. Kenneth W.
Shaw is a Senior Wealth Manager at A. Montag & Associates, Inc. He joined the firm in December 2013.
In addition to his work as a Senior Wealth Manager, he plays an important role as an equity analyst, employing principles of fundamental “bottom-up” analysis in his work.
Prior to joining Montag, Mr. Shaw was a senior analyst and partner at Buckhead Capital Management in Atlanta.
There, he specialized in small- and mid-cap value stock analysis, while contributing to portfolio management.
He also spent a number of years at Wachovia Bank as a financial advisor and currency trader.
His academic interest is whetted each year at his alma mater, Wake Forest, where he teaches graduate and undergraduate classes on equity analysis.
Mr. Shaw received a BA in Finance from the University of South Carolina and an MBA from Wake Forest University.
He is a Chartered Financial Analyst.
Cargos activos de Kent Shaw
| Empresas | Cargo | Inicio |
|---|---|---|
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 | 01/12/2013 |
Antiguos cargos conocidos de Kent Shaw.
| Empresas | Cargo | Fin |
|---|---|---|
OLDE Discount Corp.
 OLDE Discount Corp. Investment Banks/BrokersFinance Provides securites brokerage services | Corporate Officer/Principal | - |
Keane Capital Management, Inc.
 Keane Capital Management, Inc. Investment ManagersFinance Provides investment advice | Corporate Officer/Principal | - |
Wachovia Bank NA (Charlotte, North Carolina)
 Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | - |
Buckhead Capital Management LLC
 Buckhead Capital Management LLC Investment ManagersFinance Buckhead Capital aims to achieve long-term goals by building portfolios that are designed to outperform the market with less overall risk. The firm invests primarily in traditional equity securities (common and preferred stocks and equivalents) and fixed income securities. Their main equity portfolio strategies focus on mid and large-cap stocks, while their principal fixed income strategy focuses on high quality government, agency, corporate, mortgage, and municipal debt securities. With regards to their equity strategies, Buckhead Capital performs bottom-up, fundamentally-focused analysis to identify securities that trade at attractive valuation multiples, have solid underlying business fundamentals, and have catalysts that will likely drive both the company’s business and its price. Their fixed income strategies utilize both a bottom-up and a top-down approach to investing. | Analyst-Equity | - |
Formación de Kent Shaw.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
18
Relaciones de 1er grado
7
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 7 |
|---|---|
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 |
Buckhead Capital Management LLC
Buckhead Capital Management LLC Investment ManagersFinance Buckhead Capital aims to achieve long-term goals by building portfolios that are designed to outperform the market with less overall risk. The firm invests primarily in traditional equity securities (common and preferred stocks and equivalents) and fixed income securities. Their main equity portfolio strategies focus on mid and large-cap stocks, while their principal fixed income strategy focuses on high quality government, agency, corporate, mortgage, and municipal debt securities. With regards to their equity strategies, Buckhead Capital performs bottom-up, fundamentally-focused analysis to identify securities that trade at attractive valuation multiples, have solid underlying business fundamentals, and have catalysts that will likely drive both the company’s business and its price. Their fixed income strategies utilize both a bottom-up and a top-down approach to investing. | Finance |
Keane Capital Management, Inc.
Keane Capital Management, Inc. Investment ManagersFinance Provides investment advice | Finance |
Wachovia Bank NA (Charlotte, North Carolina)
Wachovia Bank NA (Charlotte, North Carolina) Major BanksFinance Provides commercial banking services | Finance |
Wake Forest University
 Wake Forest University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of South Carolina
 University of South Carolina Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
OLDE Discount Corp.
OLDE Discount Corp. Investment Banks/BrokersFinance Provides securites brokerage services | Finance |
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