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Leadership

Investment Team

Calvin S. Koonce, PH.D.
Founder and Managing Director

  • Montgomery since 1987
  • 57 years investment experience
  • B.S. (Physics) Massachusetts Insititute of Technology
  • Ph.D. (Physics) University of California at Berkeley

F. SCOTT KOONCE
Managing Director

  • Montgomery since 1994
  • 22 years investment experience
  • B.S. (Finance) Massachusetts Insititute of Technology

Client Service Team

Laura C. Murphy
Vice President and Chief Compliance Officer

  • Montgomery since 1987
  • 36 years industry experience
  • B.S. University of Maryland

Elaine V. Schuler
Vice President

  • Montgomery since 2003
  • 29 years industry experience
  • B.S. (Finance and Economics) University of Pennsylvania