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CFA Society of Dallas-Fort Worth is proud to present Charterholder Chatter – a podcast focused on the inspiring personal and professional journeys of local, national, and international investment professionals.

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.