J Baldwin Montgomery

J. Baldwin Montgomery, CFA, is Co-Managing Partner and a Member of the Investment Committee at Waters, Parkerson & Co., LLC, an employee-owned registered investment advisor firm based in New Orleans, LA. He plays a key leadership role in overseeing the firm’s operations, driving investment strategy, and guiding the personalized management of client assets according to their specific objectives.

Montgomery specializes in the management of individual equity and fixed income securities, emphasizing a conservative, long-term, and diversified investment philosophy. His expertise spans discretionary portfolio management for high-net-worth individuals and families, with a focus on asset allocation, personalized portfolio construction, and financial planning services that may include consultation across a range of asset classes.

With over two decades of investment advisory experience at Waters, Parkerson & Co., Montgomery is a CFA Charterholder and has been instrumental in maintaining the firm’s reputation for fiduciary excellence. He is also recognized for his leadership in the investment community as a past President of the CFA Society of Louisiana and has served as Treasurer and Board Member for nonprofit organizations in the New Orleans area.