Michael J. Montgomery and James R. Cody

Managing Directors, CTC | myCFO

Michael J. Montgomery is a managing director of CTC | myCFO, responsible for national client engagement and based in Scottsdale, Ariz. His colleague at the Chicago company, James R. Cody is a managing director in Palo Alto, Calif., and responsible for estate, trust and philanthropy advisory services.



Cut Through the Complexity of Selling Your Company

Ensure that personal-wealth planning does not take a backseat to the business transaction.

More Authors You Might Like