About
Mark Montgomery is the Head Trader at Adelante Capital Management, where he is responsible for trade execution and risk monitoring across the firm's investment portfolios. Based in Oakland, California, he has held this role since October 2005 and brings over 25 years of trading experience to the firm. Adelante specializes in publicly traded real estate securities, and Montgomery's expertise centers on listed Real Estate Investment Trusts (REITs) and related real estate equities, supporting Adelante’s boutique focus on global real estate securities investment strategies.
Before joining Adelante Capital Management, Montgomery served as Director of Trading at Parametric Portfolio Associates, a subsidiary of Eaton Vance, where he managed complex portfolio transactions and developed deep expertise in institutional trading operations. Earlier in his career, he worked as a trader at E*TRADE Financial, further honing his skills in a dynamic electronic trading environment.
Montgomery holds a Bachelor of Arts in Economics from the University of California, Davis. He is recognized for his significant contributions to risk oversight and trade execution within the listed real estate securities sector, helping to build and maintain Adelante’s reputation for disciplined, high-quality trading in the industry.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Adelante Capital Management | Head Trader | Oct 2005 to Present | For a boutique REIT money manger I conduct risk reports, look at technical analysis and meet with current and prospective customers. |
| Parametric Portfolio | Director Of Trading | Oct 1998 to Sep 2005 | Managed trading desk with responsibility for executing futures, foreign exchange, domestic and international equities. |
| E*TRADE Financial | Trader | Sep 1995 to Oct 1998 | Part of initial trading team at E*Trade Securities |
Education
University of California, Davis
Bachelor, Economics
1991 — 1995
Skills & Expertise
Others at Adelante Capital Management LLC (2)
| Name | Role | Location |
|---|---|---|
A Alan Somech | Wrap Trader | San Francisco, CA , United States |
 | Portfolio Manager | Berkeley, CA , United States |