George B. Montague

George B. Montague

Senior Portfolio Advisor II

Biography
301 Commerce Street
Suite 3050
Fort Worth, TX 76102
(817) 334-3210
Expertise
George B. Montague, CFA is a Senior Portfolio Advisor II at the Northern Trust Company with over 18 years of experience in finance and investments. He has investment oversight of all personal investment accounts in Northern Trust's Fort Worth region. George serves on the Wealth Management Concentration Committee and is a member of the Business Owner Advisory Group for The Northern Trust Institute.
Experience
Prior to joining Northern Trust in 2021, George managed private client and foundation investment portfolios at J.P. Morgan Private Bank and Morgan Stanley, both in Fort Worth. He has extensive experience in asset allocation research, manager due diligence, and securities analysis.
Community Involvement
George currently serves on the board of directors for Justin's Place.
Joined Northern Trust
2021
Education
  • Bachelor of Business Administration, Texas A&M University
  • Master of Business Administration with an emphasis in investments, Texas Christian University
Credentials
  • CFA charter holder