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CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on investment professionals.

Join host Paul Olschwanger as he chats with local and national investment legends about a variety of topics including AI, cybersecurity and risk, ESG, and more.

Feb 23, 2023

John Montgomery started his journey in Texas and eventually returned to create a unique asset management firm, built around servant leadership, power of generosity, respect for all people all the time, and donating 50% of its profits to organizations making a positive impact to humanity. With degrees from MIT, Harvard, and Swarthmore (Business, Engineering, and Philosophy), he eventually founded Bridgeway Capital Management in 1993 and is Board Chair and Co-CIO. John leaves no doubt when discussing what matters the most at Bridgeway – clients, colleagues, and the community. John shares more about his unique professional journey, inspirational moments along the way, cognitive diversity, and lessons learned.