Montgomery is the Chief Executive Officer of NFP Securities, Inc., a registered broker-dealer and investment adviser. Jeff is also the Chief Operating Officer and Executive Vice President of NFP Insurance Services, Inc. Both organizations are wholly owned subsidiaries of National Financial Partners Corporation. NFP is a national network of independent financial advisers offering financial services to high net worth individuals and growing entrepreneurial companies.
Jew is a partner in the Washington, D.C. headquarters of the law firm Arent Fox LLP. She is an expert in ERISA law with extensive experience in tax, regulatory and design issues applicable to profit-sharing plans, money purchase pension plans, 401(k) programs, 403(b) plans, and 457 plans. Quana also advises clients on Executive Compensation (Section 409A arrangements) as well as compliance requirements with respect to employee health and welfare benefits programs. She is also a columnist for PLANADVISER magazine.
Montgomery and Jew join Charles Ruffel, founder and CEO of Asset International (parent company of PLANADVISER) of Stamford, Connecticut; Rob Solomon, founder and CEO of Texas-based Bulldog Solutions, Inc; and Jerry Tylman founder of Charlotte, NC-based Greenway Solutions, Inc. on CAPTRUST’s Advisory Board.
CAPTRUST Financial Advisors is an independent research and advisory firm focused on providing strategic advisory services to retirement plans and high net worth individuals. CAPTRUST is headquartered in Raleigh, NC with offices in Atlanta, GA, Charlotte, NC, Philadelphia, PA, and Richmond, VA.