Contact Information
Company Information
Company
Montag & Caldwell
Industry
investment management
Annual Revenue
16136000.0
Professional Summary
Charlie Markwalter serves as Chief Executive Officer at Montag & Caldwell. Montag & Caldwell operates in the investment management sector with approximately 21.0 employees. The company is headquartered in Atlanta, Georgia. Montag & Caldwell generates annual revenue of 16136000.0.
Industry & Role Insights
-
•
MessageCEO tracks 1,660 executives in the investment management sector.
-
•
2,842 executive contacts are available in Georgia.
-
•
Our database includes 201,468 c suite-level executives.
Technologies
Cloudflare DNS
Outlook
Microsoft Office 365
CloudFlare Hosting
Google Analytics
WordPress.org
Google Font API
Typekit
Mobile Friendly
Google Tag Manager
Gravity Forms
Android
Remote
Data Analytics
Python
SharePoint
Flutter
AI
Keywords
growth equity
wealth management
client service
portfolio management
high quality investments
asset allocation
fixed income
risk management
investment management
investment strategies
large cap growth
mid cap growth
thematic growth
balanced growth
global tactical allocation
performance analysis
equity portfolio
fixed income portfolio
long-term investment strategy
macro-economic analysis
client-directed asset allocation
financial market trends
concentrated portfolio
growth stocks
diversified portfolio
separate accounts
capital market assumptions
stock selection process
investment advisory
financial forecasting
economic forecasts
earnings growth rate
stock-specific discount rate
quality evaluation
bottom-up analysis
fundamental valuation
high quality growth
financial analysis
market capitalization
equity strategies
investment philosophy
market conditions
risk-adjusted returns
diversification strategies
sector allocation
investment opportunities
earnings momentum
top-down macro view
strategic asset allocation
client needs
investment analysis
active management strategies
investment risk
historical stock performance
financial objectives
financial services
Related Executives
Outreach Guidance — investment management Sector
Executives like Charlie Markwalter in the investment management sector receive targeted outreach from sales teams, recruiters, and investors. To stand out, personalize your message with industry-specific context and a clear, specific value proposition relevant to their role at Montag & Caldwell.
Charlie Markwalter's Position in the MessageCEO Database
- •Charlie Markwalter is 1 of 1 verified executive contact we track at Montag & Caldwell.
- •1,639 verified executive contacts in investment management are in the MessageCEO database.
- •2,643 verified executive contacts in Georgia are in the database.
- •20 verified contacts work at investment management companies in the 21.0 employee range (same size as Montag & Caldwell).
Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated August 2026.
Frequently Asked Questions
How do I reach Charlie Markwalter directly?
Charlie Markwalter's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Executive Officer at Montag & Caldwell. Access direct contact info to skip gatekeepers and reach the decision maker.
What company does Charlie Markwalter work for?
Charlie Markwalter is Chief Executive Officer at Montag & Caldwell, a company in the investment management sector with 21.0 employees. The company is based in Atlanta, Georgia.
Can I pitch or sell to Charlie Markwalter?
As Chief Executive Officer at Montag & Caldwell, Charlie Markwalter is a key decision-maker in the investment management sector. MessageCEO Pro gives you verified email to reach Charlie Markwalter directly — ideal for B2B sales, partnerships, and executive recruiting.
What industry is Charlie Markwalter in?
Charlie Markwalter works in the investment management industry as Chief Executive Officer at Montag & Caldwell. MessageCEO provides verified contact information for executives across all major industries.
Is Charlie Markwalter's contact information verified?
Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Charlie Markwalter's profile is kept up-to-date with the latest available information.
Last updated: August 3, 2026
Get Full Contact Details
Subscribe to reveal email addresses and export contacts.
View Plans