Jeffrey R Harari is listed as Chief Operating Officer at Montag a & Associates Inc on SEC Form ADV.
Form ADV reports a beneficial ownership band of Under 5%.
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |
| Title | Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |