CM

Charlie Markwalter

Chief Executive Officer

Montag & Caldwell

Atlanta, Georgia


Contact Information

Email
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Company Information

Company
Montag & Caldwell
Industry
investment management
Employees
21.0
Seniority
C suite
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

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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

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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.

Verified Profile
Last updated: August 3, 2026

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