Meet the Team
President and Portfolio Manager
Carl serves as the president and portfolio manager of Montag Private Wealth. He is a focused and pragmatic, results-oriented investment professional and entrepreneur with over 15 year of capital market experience. He has served as a portfolio manager, CEO and research analyst of both private and public companies. In his capacity as a portfolio manager, Carl has been the primary lead for the $150 million Canadian Healthcare portfolio with CDP Capital World Markets and been responsible for managing over 600 relations/family accounts with $600 million plus under management including client portfolio’s worth a minimum $1 million at National Bank Private Wealth 1859. He has extensive experience as both a buy-side and sell-side Equity portfolio manager and research analyst, as well as, experience with equity and index derivatives giving him a comprehensive understanding of the investment environment.
Carl also has more than 10 years of experience in real estate hard assets. He’s currently a real estate landlord and property manager in multi-family apartment buildings within Quebec and Ontario.
Mr. Martel is a Chartered Investment Manager with the CIM® Designation from CSI Global Education, holds a Masters of Science from Laval University and an MBA from l’Université du Québec à Montréal. Carl is also a candidate for both the CSI Global Education Certificate in Derivatives Market Strategies, the Chartered Alternative Investment Analyst (CAIA) Designation and recently passed the Canadian Commodity Supervisors Exam in 2014.