Randy Loving

Randy Loving

Analyst-Equity en
A. Montag & Associates, Inc.
.
Consumer Services
Finance

Perfil

Mr. James R.
Loving, CFA MBA, is a Senior Wealth Manager at A. Montag & Associates, Inc. He is a Financial Advisor who works with families and institutions.
He is experienced in the management of stocks and bonds, and focuses his work on asset allocation and security selection.
Prior to joining Montag, Mr. Loving was part of a team managing significant institutional equity mutual funds and strategies for an institutional investment firm in Atlanta that was acquired by private equity, then Virtus.
For over 20 years, he has overseen investments in public securities for institutional and individual investors.
He also has extensive personal experience investing in small businesses and commercial real estate.
He received his BA in International Relations & Economics from American University and a M.B.A. from Goizueta Business School, Emory University.

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Analyst-Equity 01/06/2015

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