G. Montgomery Vance

G. Montgomery Vance

Senior Personal Investment Portfolio Advisor

Biography
3450 East Sunrise Drive
Catalina Foothills
Tucson, AZ 85718
(520) 529-2021
Expertise
In his role as a Senior Investment Portfolio Advisor he works primarily with high net worth individuals to structure and monitor their investment portfolios in a manner that most efficiently achieves their goals consistent with Northern Trust's investment philosophy.
Experience
Monty has a combined 19 years as a Portfolio Manager with responsibility for private client accounts as well as the management of institutional assets for Northern Trust as well as M&I Investment Management.
Community Involvement
Monty is a board member with the Women's Foundation for the State of Arizona and KXCI Radio. Previously he served as a commissioner on the Metropolitan Education Commission, as a board member for the Tanque Verde Educational Enrichment Foundation, the Arizona Opera, and the West Valley Art Museum in Surprise Arizona.
Joined Northern Trust
1999
Education
  • Bachelor of Science in Business Administration with double Major in economics and finance, from the University of Arizona
  • Certification in international business, The competitive entry international business program at the Eller College of Management
  • Master of International Management, The Thunderbird School of Global Management