Bachelor of Arts Economics, Union College, 1958; Bachelor of Laws, George Washington University, 1963.
Financial analyst Securities and Exchange Commission, Washington, 1960-1963, trial attorney, 1963-1966. Assistant to president Investors Diversified Services, Inc., Minneapolis, 1966-1967. Vice president, general counsel A.G. Becker & Company, Chicago, 1968-1971, senior vice president, 1971-1974.
President A.G. Becker & Company, also director, 1974-1980. President, then chief executive officer & chairman Chicago Corporation (acquired by Algemene Bank Nederland AMRO N. American Inc. in 1996), 1981-1998. Executive director Center of Law and Finance Markets Illinois Institute of Technology, Chicago, since 1998.
Board directors Chicago Board Options Exchange, American Mutual Life.
Board directors Illinois Institute of Technology, Risk Management Center Chicago With United States Army, 1958-1960. Member Illinois Bar Association, Virginia Bar Association, Illinois State Chamber of Chamber (board directors capital fund). Clubs: Chicago, Economics, Civic, Mid-Day, Bond, Saddle & Cycle.
Married Joan Cook Montgomery, June 19, 1964. Children: Lloyd Montgomery, Elizabeth Montgomery, Mary Ellen.