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George B. Montague

Senior Portfolio Advisor II

Fort Worth, TX | (817) 334-3210

George B. Montague

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.

Fort Worth

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Allpoint - Surcharge Free**

MoneyPass - Surcharge Free

Visa – Worldwide Locations

301 Commerce Street

Suite 3050

Fort Worth, Texas 76102

Call: +1- 817-334-3210
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*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.