Chase Montgomery

Chase Montgomery serves as Assistant Vice President at Cullen Capital Management, LLC, operating under the Schafer Cullen Capital Management brand in Chicago, Illinois. In his current role, he is involved in research, portfolio management support, and client service functions, contributing to the firm's disciplined value investment approach across its various equity and multi-asset strategies.

Montgomery focuses on global and U.S. value equity investment strategies, working with institutional and individual clients to deliver long-term, value-driven investment solutions. Cullen Capital Management’s strategies span U.S. dividend value, international value, and emerging markets equities—areas in which Montgomery applies his analytical and client service skills.

His career began with an internship at Schafer Cullen Capital Management, followed by a full-time transition to investment operations and advancement to his current leadership role. Chase holds a Bachelor of Business Administration (BBA) in Finance from Miami University and is an alumnus of Loyola Academy, grounding his professional work in solid financial expertise and a commitment to rigorous fundamental analysis.