Direct investments are also referred to as alternative investments, such as non-listed real estate investment trusts, oil and gas equipment leasing programs, managed futures and private equities, which the trade body says can be effective products for investment portfolio diversification.  

Montgomery has eight years of experience within the broker-dealer community and will also lead the development and distribution of additional training resources. 

In addition, Montgomery was previously responsible for providing an educational program for advisors at 1st Global Advisors. He also served as the resource partner liaison for all direct participation programs, mutual fund complexes and insurance carriers that support 1st Global firms.