Leadership
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About Us
Leadership
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Investment Team
Calvin S. Koonce, PH.D.
Founder and Managing Director
- Montgomery since 1987
- 40 years investment experience
- B.S. (Physics) Massachusetts Insititute of Technology
- Ph.D. (Physics) University of California at Berkeley
F. SCOTT KOONCE
President and Chief Compliance Officer
- Montgomery since 1994
- 25 years investment experience
- B.S. (Finance) Massachusetts Insititute of Technology
Client Service Team
Elaine V. Schuler
Vice President
- Montgomery since 2003
- 32 years investment experience
- B.S. (Finance and Economics) University of Pennsylvania
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