Isabelle Jeter

Portfolio Manager, Municipal Specialist

Isabelle Jeter, Portfolio Manager & Municipal Specialist, joined the SAC team in 2021 as a Portfolio Manager, specializing in Municipal Bonds. During her 17 years at Montag & Caldwell, LLC. Isabelle served as a Fixed Income Trader and Municipal Bond Portfolio Manager and an Investment Portfolio Analyst. She was responsible for portfolio construction and management, modeling and analysis, as well as trading. She was a valued member of the Montag and Caldwell, LLC Fixed Income committee, US Equity Large Cap Growth Dublin Fund committee, and a contributing member of the investment policy committee. Additionally, Isabelle served as a security valuation expert in collaboration with Bloomberg Analytics to improve their Bloomberg Valuation product. Prior to her tenure at Montag & Caldwell LLC., Isabelle served as an Equity and Fixed Income Trader at Green, Morris & Associates, Inc. (now Register Financial Advisors, LLC) and as a Performance Analyst for City Capital Counseling, Inc. (formerly under Atlanta Capital). Isabelle’s educational background includes a Bachelor of Science in Finance (with Honors) from the University of Phoenix, a Masters of Accounting and Financial Management (with Distinction) from Keller Graduate School of Management, and she is currently pursuing a Master of Science Degree in Financial Planning from the Terry College of Business at University of Georgia. Isabelle is a candidate for Board (CFP) with the Certified Financial Planning Board of Standards, a member of the National Federation of Municipal Analysts (NFMA) as well as the Southern Municipal Finance Society (SFMS). Isabelle is a native of Paris, France, and is fluent in French.