Chris Montoya CFA
About
Chris Montoya CFA is from Abilene, Texas, United States. Chris is currently Executive Vice President and Chief Equities Manager at First Financial Trust & Asset Management Company, located in Sweetwater, Texas, United States. In Chris's previous role as a Senior Vice President & Equity Manager at First Financial Trust & Asset Management Company, Chris worked in until Mar 2019. Prior to joining First Financial Trust & Asset Management Company, Chris was a Vice President & Portfolio Manager at First Financial Trust & Asset Management Company and held the position of Vice President & Portfolio Manager. Prior to that, Chris was a Assistant Vice President & Assistant Portfolio Manager at First Financial Trust & Asset Management Company from Mar 2003 to Mar 2006.
Chris Montoya CFA's contact information is available for free on finalscout.com, a web-based professional networking database with more than 500 million business contacts and 200 million company profiles.
Chris Montoya CFA's current jobs
*Actively manage investments for various types of high net worth clients ($8 billion of assets under management). *Lead manager of an equity income fund with an emphasis on balanced total returns from price appreciation and growing dividend payments. *Co-manager of a multi-cap core equity fund with an emphasis on global diversification. *Identify, analyze, and research investment holdings and opportunities for inclusion in various types of investment products. *Monitor and measure portfolio risk characteristics and performance vs. peer group and benchmarks. *Communicate investment performance and market opportunities with the investment committee, company board of directors, and existing clients. *Meet with key prospects about investment opportunities. *Responsible for supervising staff of equity portfolio managers and analysts. *Responsible for creating and monitoring budgets for both the equity department and the firm's soft dollars. *Responsible for exploring and creating new investment strategies to add to existing investment product lineup.