Peter Montgomery Email & Phone Number
Client Relations Director @ Southeastern Asset Management
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Peter Montgomery Location
- Atlanta, GA, US
Peter Montgomery Work
- Client Relations Director @ (August 2025 - Present)
- Vice President Institutional Sales @ (January 2021 - January 2023)
- Director Institutional Client Service and Sales @ Invesco US (January 2019 - January 2021)
- Client Service and Distribution @ (January 2013 - January 2018)
- Institutional Client Manager (Longleaf Partners Funds) @ (January 2010 - January 2013)
- Senior Vice President and Relationship Manager @ Private Capital Management LLC (January 2006 - January 2010)
- Vice President @ (January 1997 - January 2005)
Peter Montgomery Education
- Georgia State University - J. Mack Robinson College of Business
MBA (Finance)
1999-2002 - Western Carolina University
BS/BA (Economics)
1990-1994
Peter Montgomery Skills
- Asset Management
- Client Relations
- Equities
- Hold Series 7
- Institutional Investments
- Institutional Sales
- Investment Management
- Investment Sales
- Investment Strategies
- Investments
- Mutual Funds
- New Business Development
- Portfolio Management
- Separately Managed Accounts
- Series 6
- Distribution
- Project Management
Peter Montgomery Summary
- Peter Montgomery, based in Atlanta, GA, US, is currently a Client Relations Director at Southeastern Asset Management. Peter Montgomery brings experience from previous roles at First Eagle Investment Management, Invesco US, Artisan Partners and Southeastern Asset Management. Peter Montgomery holds a 1999 - 2002 MBA in Finance @ Georgia State University - J. Mack Robinson College of Business. With a robust skill set that includes Asset Management, Client Relations, Equities, Hold Series 7, Institutional Investments and more. Peter Montgomery has 1 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Peter Montgomery?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co