Enter the War Room with Montag and Caldwell. You've heard of the War Room as it pertains to MLB draft picks, now you'll explore this process with other commodities - stocks, bonds, mutual funds, etc.

Mr. William "Bill" Vogel is the President/CEO of Montag and Caldwell and a friend of L.E.A.D. On February 17th, Mr. Vogel and his staff will serve as Golden Ambassadors as they introduce our Ambassadors to the world of Investment and Money Management. Which they will learn, is a lot like the game of baseball. Stay tuned for photos.....

Ambassador Attire:

• Ambassador Vest
• Ambassador Polo
• Black slacks
• Dress shoes
• Ambassador pin
• Bring journals 

This is a private event for the 2012 L.E.A.D. Ambassadors.

Mr. Vogel joined Montag & Caldwell in 1988 as a portfolio manager and research analyst. He became Chief Executive Officer January 1, 2006 and President, July 1, 2009.  Mr. Vogel entered banking upon receiving his M.B.A. at Duke University, and he served as a commercial loan officer with First Union National Bank in Charlotte and Winston-Salem, North Carolina. In 1981, he changed careers and worked as a securities analyst and portfolio manager for seven years in the Trust Investment Department of Wachovia Bank & Trust Co. in Winston-Salem. He is the Chairman of the Investment Committee of the North Georgia United Methodist Foundation and Chairman of the Onnie Mae Spruill Foundation; is a Board member of the Grant Park Health Clinic; is an Advisory Board member of Action Ministries; heads the Endowment Committee of the Dunwoody United Methodist Church; is a member of the Board of Visitors of the Fuqua School of Business at Duke University and the Rotary Club of Atlanta.  Mr. Vogel’s professional affiliations include the CFA Institute and the CFA Society of Atlanta.

Montag & Caldwell has long sought to provide superior investment returns and the highest quality service to our clients. As investment advisors, our mission has been and continues to be:

• To provide excellent client service and to retain every client of Montag & Caldwell that we can serve beneficially
• To maintain high standards of ethics in all our relationships and to comply fully with all applicable laws and regulations
• To add value through our strong commitment to producing superior investment results for our clients
• To be a forward-looking, productive firm that plans, executes and manages its affairs effectively
• To provide a working environment that maximizes employee satisfaction, offers career security and growing opportunities, enhances the productivity of the firm in total and enables our staff to reach their personal goals
• To grow our business in a rational and controlled manner