George B. Montague

As the Managing Director in Northern Trust’s Fort Worth office, George leads teams of expert advisors who help high net worth individuals and families ensure their wealth does what they want it to do. George also applies his deep investment expertise in the management of portfolios for a number of our most complex and demanding clients.

George has more than 20 years of industry experience and is particularly knowledgeable about the design, construction, and ongoing management of investment portfolios to achieve the goals of successful families in close coordination with their other professional advisors. George began his career as an investment analyst and spent many years developing expertise in equity research, manager due diligence, and asset allocation. He has served families throughout DFW & West Texas at financial services firms including J.P. Morgan and Morgan Stanley, as well as in a family office setting.

George is involved with several charitable organizations focused on poverty eradication in his hometown of Fort Worth. He is currently the Finance Chair of the board of directors for Rivertree Academy. He also serves on the board of Justin’s Place and is a member of the Disciplinary Committee.

2021

George earned a BBA from Texas A&M University and an MBA from Texas Christian University.

He is a Chartered Financial Analyst and a member of both the CFA Institute and CFA Society of Dallas-Fort Worth.