Addison Montague is a seasoned finance professional with extensive experience in investment advisory. Currently serving as Managing Director at Berkeley Capital Advisors since May 2014, Addison has progressed through various roles including Director and Associate. Prior experience includes working as a Financial Analyst at Cassidy Turley from August 2011 to April 2014. Addison holds a Bachelor's degree in Economics from the University of North Carolina at Chapel Hill, completed in 2009.
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