Ian Montgomery
New York,NY
Summary
Dynamic Not-for-Profit leader with a proven track record in Churches, Education, and Wall Street - excelling in fundraising campaigns, relationship management, and successful grant applications. Successfully founded a congregation, raised capital funds, and delivered inspiring sermons, fostering community engagement and support. Skilled in public speaking and pastoral care, enhancing spiritual and financial growth.
Overview
2026
2026
years of professional experience
Work History
Parish Priest
Anglican Church of Saint Michael & Saint George
2025 - Current
- Founded Congregation by organizing group of 6 leaders and 30 supporters
- Raised Capital Funds to Launch Congregation with Professional Choir from Day 1
- Wrote successful Grant Proposals to fund ministry
- Delivered engaging sermons that inspired congregation members and encouraged community involvement
- Assisted in organizing community outreach programs to foster relationships and support local needs
- Collaborated with church leaders to plan and execute special events, enhancing community engagement
- Conducted pastoral care visits, providing spiritual support and guidance to members in need
Parish Priest
The Episcopal Church
1998 - 2025
- Led staffs of 2-20
- Ran Capital, Annual, and Planned Giving campaigns in small, medium, and large communities
- Wrote successful local and regional grant proposals for local ministry (e.g. homeless, hungry, shelter programs) as well as the arts (music, visual arts, dramatics)
- Led worship services, ensuring meaningful experiences for diverse congregational demographics
- Collaborated with church leadership to develop programs addressing community needs and outreach initiatives
Manager
Thrivent Financial for Lutherans
2010 - 2013
- Worked to open this Fortune 100 Non-Profit Corporation open only to Lutherans to Episcopalian - and succeeded
- Ran pilot programs in three regions building relations with local Episcopal clergy and leaders and local Thrivent field staff
- Facilitated the transition of Thrivent Financial for Lutherans to Thirvent Financial
Board Member
St Andrew's School Alumni Board
2001 - 2011
- Guided strategic planning initiatives to enhance alumni engagement and support school development efforts
- Spearheaded Regionalization of Alumni Association with chapters in 6 cities/regions complete with community service, social, and worship opportunities
- Facilitated discussions on enhancing educational programs through alumni contributions and partnerships
- Oversaw committee activities, ensuring alignment with organizational goals and effective execution of projects
- Led Fundraising efforts - Capital, Annual, and Planned in coordination with the Advancement Department
Investment Services Manager
Episcopal Church Foundation
2004 - 2005
- Led Field Staff in Planned Giving and Endowment Asset Gathering
- Managed the Managers of the Assets - monitoring performance and making recommendations for adjustments
- Brought new level of Wall Street professionalism to a nascent program that doubled in size during my tenure
Financial Advisor
Prudential Securities
2001 - 2004
- Created Program for Church Endowment Management
- Developed personalized financial strategies to meet client goals and objectives
- Analyzed market trends to provide informed investment recommendations
- Guided clients through complex financial products and services, enhancing understanding and satisfaction
- Cultivated strong client relationships through regular communication and tailored advice
Instructor & Coach
Baylor School
1991 - 1995
- Taught Western Civilization II to Juniors
- Created and Taught Course using New York Times as Text Book
- Founded and Rowing Program taking it from Novice to Southeastern champions by Year 4
- Supervised Boys' in boarding house
- Coached Wrestling
Education
College Preparatory -
St Andrew's School
Middletown, DEHistory & Classics
University of St Andrews
ScotlandBachelor of Arts - History & Classics
University of Pittsburgh
Pittsburgh, PAM Div - Theology
General Theological Seminary
New YorkSeries 7, 61, 63 - Finance
NASD
New YorkSkills
- Public Speaking
- Pastoral Care
- Fundraising campaigns
- Donation solicitation
- Grant Applications
- Annual giving campaigns
- Fundraising events
- Donor development
- Major gifts solicitation
Languages
French
Full Professional
Interests
Squash, Backgammon, Skiing, Greece, England, Gilbert & Sullivan, New York's Parks
Timeline
Parish Priest
Anglican Church of Saint Michael & Saint George
2025 - Current
Parish Priest
The Episcopal Church
1998 - 2025
Manager
Thrivent Financial for Lutherans
2010 - 2013
Board Member
St Andrew's School Alumni Board
2001 - 2011
Investment Services Manager
Episcopal Church Foundation
2004 - 2005
Financial Advisor
Prudential Securities
2001 - 2004
Instructor & Coach
Baylor School
1991 - 1995
College Preparatory -
St Andrew's School
History & Classics
University of St Andrews
Bachelor of Arts - History & Classics
University of Pittsburgh
M Div - Theology
General Theological Seminary
Series 7, 61, 63 - Finance
NASD