G. Montgomery Vance

In his role as a Senior Investment Portfolio Advisor he works primarily with high net worth individuals to structure and monitor their investment portfolios in a manner that most efficiently achieves their goals consistent with Northern Trust's investment philosophy.

Monty has a combined 19 years as a Portfolio Manager with responsibility for private client accounts as well as the management of institutional assets for Northern Trust as well as M&I Investment Management.

G. Montgomery Vance G. Montgomery Vance Senior Personal Investment Portfolio Advisor Biography Expertise In his role as a Senior Investment Portfolio Advisor he works primarily with high net worth individuals to structure and monitor their investment portfolios in a manner that most efficiently achieves their goals consistent with Northern Trust's investment philosophy. Experience Monty has a combined 19 years as a Portfolio Manager with responsibility for private client accounts as well as the management of institutional assets for Northern Trust as well as M&I Investment Management. Community Involvement Monty is a board member with the Women's Foundation for the State of Arizona and KXCI Radio. Previously he served as a commissioner on the Metropolitan Education Commission, as a board member for the Tanque Verde Educational Enrichment Foundation, the Arizona Opera, and the West Valley Art Museum in Surprise Arizona.

1999

Bachelor of Science in Business Administration with double Major in economics and finance, from the University of Arizona. Certification in international business, The competitive entry international business program at the Eller College of Management. Master of International Management, The Thunderbird School of Global Management.