Login:
Password:
Forgot Password?
I agree with Terms of UseRequest Access
I understand, accept and agree to the Terms of Use in its entirety. I also acknowledge that I received a password from and I am authorized by Montgomery Investment Management to access this website.

Leadership

Investment Team

Calvin S. Koonce, PH.D.
Founder and Managing Director

  • Montgomery since 1987
  • 40 years investment experience
  • B.S. (Physics) Massachusetts Insititute of Technology
  • Ph.D. (Physics) University of California at Berkeley

F. SCOTT KOONCE
President and Chief Compliance Officer

  • Montgomery since 1994
  • 25 years investment experience
  • B.S. (Finance) Massachusetts Insititute of Technology

Client Service Team

Elaine V. Schuler
Vice President

  • Montgomery since 2003
  • 32 years investment experience
  • B.S. (Finance and Economics) University of Pennsylvania