Monty assists and implements the management of Drawbridge Capital’s portfolios across numerous multi-asset strategies.
Monty began his investment career in 1984 as an advisor with a leading investment company. He served clients in this capacity for fourteen years. Over time, Monty’s interests led to his leading the portfolio analysis and management efforts of his respective firms. He has held positions as a branch office manager, compliance officer, and options principal.
Monty joined Regent Financial Services in 2002. In 2011 he left to pursue an opportunity in the energy industry but in 2015 Regent recruited him to return. He joined Drawbridge Capital at its inception.
Monty brings experience and knowledge in strategic and tactical asset management, sector rotation, relative strength analysis, and portfolio positioning. He handles most trading for Drawbridge Capital.
Monty has served Tulsa through various civic boards and positions, including President of Helping Hands of Tulsa and establishing his church’s Special Needs Ministry. Monty earned his B.S. degree in Geology and Geophysics from Yale University where he played intercollegiate football and baseball.