AI & Data Policy
AI & Data Policy
Use of AI, data handling, and where the lines are drawn — explained clearly, without legal deflection.
Use of AI, data handling, and where the lines are drawn — explained clearly, without legal deflection.
Use of AI
It is part of how I work. This explains exactly where it shows up, which tools are in use, and where it does not belong.
It is part of how I work. This explains exactly where it shows up, which tools are in use, and where it does not belong.
The rigor and process are the same as they've always been. AI comes in on synthesis and efficiency — never on judgment
The rigor and process are the same as they've always been. AI comes in on synthesis and efficiency — never on judgment
Principles
AI supports research, synthesis, and note-taking. It never makes hiring decisions.
AI supports research, synthesis, and note-taking. It never makes hiring decisions.
Every shortlist, assessment, and recommendation made is based on direct conversation, primary research, and references — not AI outputs.
Every shortlist, assessment, and recommendation made is based on direct conversation, primary research, and references — not AI outputs.
I only use enterprise-grade tools with clean data use terms and contractual no-training guarantees.
I only use enterprise-grade tools with clean data use terms and contractual no-training guarantees.
AI should never be used to tell you about any candidate, or about any specific market, ever. That obligation requires direct conversation, and the context that only comes with that work.
AI should never be used to tell you about any candidate, or about any specific market, ever. That obligation requires direct conversation, and the context that only comes with that work.
When I use tools to handle a client, my conduct reflects on their record. That obligation shapes every decision about which tools reach the work.
When I use tools to handle a client, my conduct reflects on their record. That obligation shapes every decision about which tools reach the work.
Tools & Employers
When I use AI, it is only on enterprise-grade tools with contractual no-training guarantees. LLT, Signal certifications, and all appropriate data processing agreements for consumer-grade or feed-free tools are used to clean or handle data work.
When I use AI, it is only on enterprise-grade tools with contractual no-training guarantees. LLT, Signal certifications, and all appropriate data processing agreements for consumer-grade or feed-free tools are used to clean or handle data work.
Clients and candidates may request full disclosure of specific tools and service documentation at any time.
Clients and candidates may request full disclosure of specific tools and service documentation at any time.
Where AI Is Not Used
Partner Evaluations
Partner Evaluations
Compensation benchmarks you must meet for me to recommend analysis. Conditions are based on direct conversations. Zero tools in the loop.
Compensation benchmarks you must meet for me to recommend analysis. Conditions are based on direct conversations. Zero tools in the loop.
Reference Conversations
Reference Conversations
Any time a candidate or client asks me to do substantive analysis — conditions are based on direct conversations. Zero tools in the loop.
Any time a candidate or client asks me to do substantive analysis — conditions are based on direct conversations. Zero tools in the loop.
Offer Strategy
Offer Strategy
Compensation benchmarks and search-to-market baselines are based on direct conversations.
Compensation benchmarks and search-to-market baselines are based on direct conversations.
Hiring Outcomes
Hiring Outcomes
All my responses to outreach. An accommodation to scheduling tools. Core messages I send a client are never AI-written.
All my responses to outreach. An accommodation to scheduling tools. Core messages I send a client are never AI-written.
Your Choices
You may request that I use no AI tools whatever on any of your work at any time.
You may request that I use no AI tools whatever on any of your work at any time.
You may request that all work on your engagement be kept exclusively within the enterprise-grade tools.
You may request that all work on your engagement be kept exclusively within the enterprise-grade tools.
You may request full service documentation for any tool use.
You may request full service documentation for any tool use.
If you have a legal, security, or compliance contact who wants to review AI usage, I'll engage with them directly.
If you have a legal, security, or compliance contact who wants to review AI usage, I'll engage with them directly.
Privacy Policy
This policy applies to all visitors to this website and to all clients and candidates in the course of a search engagement.
This policy applies to all visitors to this website and to all clients and candidates in the course of a search engagement.
The Montgomery Group is operated by The Montgomery Group, LLC, a Georgia limited liability company. For the purposes of the GDPR, we are a data controller in respect of any personal data that we collect about you through the use of our website or through the course of a search engagement.
The Montgomery Group is operated by The Montgomery Group, LLC, a Georgia limited liability company. For the purposes of the GDPR, we are a data controller in respect of any personal data that we collect about you through the use of our website or through the course of a search engagement.
Data We Collect
The Montgomery Group collects data to fulfill the legitimate business purposes of clients and to provide executive search services to clients and candidates. We operate primarily in the United States and may also engage with individuals from the United Kingdom and European Union.
The Montgomery Group collects data to fulfill the legitimate business purposes of clients and to provide executive search services to clients and candidates. We operate primarily in the United States and may also engage with individuals from the United Kingdom and European Union.
We collect data that may include: name, email address, and phone number; employment history, organizational structure, and information necessary to perform executive search duties under the terms of a signed engagement agreement.
We collect data that may include: name, email address, and phone number; employment history, organizational structure, and information necessary to perform executive search duties under the terms of a signed engagement agreement.
How We Use It
To perform retained executive search under signed client engagement agreement.
To perform retained executive search under signed client engagement agreement.
To maintain ongoing market awareness of client and candidate position changes.
To maintain ongoing market awareness of client and candidate position changes.
We do not sell or share personal data with third parties for marketing purposes.
We do not sell or share personal data with third parties for marketing purposes.
We do not use personal data for automated decision-making or profiling.
We do not use personal data for automated decision-making or profiling.
Personal data is not provided for industrial, learning, or coaching purposes.
Personal data is not provided for industrial, learning, or coaching purposes.
Legal and Policy
Executive search data is handled under the terms of a legally-binding engagement agreement. All parties must sign the contract in good faith before personal data is collected or shared. Should consent be withdrawn at any time, an appropriate legal process will be activated and data immediately deleted.
Executive search data is handled under the terms of a legally-binding engagement agreement. All parties must sign the contract in good faith before personal data is collected or shared. Should consent be withdrawn at any time, an appropriate legal process will be activated and data immediately deleted.
Data Retention
Data is retained only for the duration of the engagement and only as long as any active client business or record mandate allows. Once a search has been fully completed and 30 days have elapsed, all personally identifying information is deleted from all records and platforms unless further retention is required by applicable law, or the client and candidate agree in writing.
Data is retained only for the duration of the engagement and only as long as any active client business or record mandate allows. Once a search has been fully completed and 30 days have elapsed, all personally identifying information is deleted from all records and platforms unless further retention is required by applicable law, or the client and candidate agree in writing.
Your Rights
You have the right to access, review, and request deletion of any data we hold about you. To make a request, contact us in writing at info@themontgomerygroup.com. Depending on your location, you may also have the right to receive a copy of your data at no cost.
You have the right to access, review, and request deletion of any data we hold about you. To make a request, contact us in writing at info@themontgomerygroup.com. Depending on your location, you may also have the right to receive a copy of your data at no cost.
For privacy-related questions or complaints:
For privacy-related questions or complaints:
The Montgomery Group, LLC · 33 West View Road NW, Atlanta GA 30309
The Montgomery Group, LLC · 33 West View Road NW, Atlanta GA 30309
Cookie Policy
This website uses cookies to understand how visitors use this site. This explains what cookies are in use, how they function, and what your choices are.
This website uses cookies to understand how visitors use this site. This explains what cookies are in use, how they function, and what your choices are.
Our Use
This site uses cookies exclusively for the purpose of understanding how visitors navigate and engage with site content. No advertising, retargeting, or personalization cookies are used.
This site uses cookies exclusively for the purpose of understanding how visitors navigate and engage with site content. No advertising, retargeting, or personalization cookies are used.
Strictly Necessary Cookies
These cookies are essential for the website to function and cannot be switched off. They are typically set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in, or filling in forms.
These cookies are essential for the website to function and cannot be switched off. They are typically set in response to actions made by you which amount to a request for services, such as setting your privacy preferences, logging in, or filling in forms.
Analytics Cookies (Optional)
This site uses Google Analytics to understand how visitors navigate and engage with content. Visits and pages viewed are recorded only in aggregate — no personally identifying information is ever collected or stored. Analytics tag: G-TWKSFMHMS2. No cross-site or retargeting scripts are used.
This site uses Google Analytics to understand how visitors navigate and engage with content. Visits and pages viewed are recorded only in aggregate — no personally identifying information is ever collected or stored. Analytics tag: G-TWKSFMHMS2. No cross-site or retargeting scripts are used.
Your Choices
When you first visit this site, a cookie consent notice will appear. You may accept or decline at that time. To update your preferences at any time, use the cookie controls in the footer.
When you first visit this site, a cookie consent notice will appear. You may accept or decline at that time. To update your preferences at any time, use the cookie controls in the footer.
You may request that no analytics data be collected during your visit by declining cookies in the consent notice or contacting us directly.
You may request that no analytics data be collected during your visit by declining cookies in the consent notice or contacting us directly.
For questions about cookies or to review our full privacy practices:
For questions about cookies or to review our full privacy practices:
The Monty Group, LLC, Atlanta GA 30305
The Monty Group, LLC, Atlanta GA 30305
Request an AI summary
©2026 The Montgomery Group. All rights reserved.
*Internal TMG metrics, 2014–present
†Industry benchmark: Clockwork Recruiting, Executive Search Performance Benchmark Report, November 2024
Request an AI summary
©2026 The Montgomery Group. All rights reserved.
*Internal TMG metrics, 2014–present
†Industry benchmark: Clockwork Recruiting, Executive Search Performance Benchmark Report, November 2024
Request an AI summary
©2026 The Montgomery Group. All rights reserved.
*Internal TMG metrics, 2014–present
†Industry benchmark: Clockwork Recruiting, Executive Search Performance Benchmark Report, November 2024
Request an AI summary
©2026 The Montgomery Group. All rights reserved.
*Internal TMG metrics, 2014–present
†Industry benchmark: Clockwork Recruiting, Executive Search Performance Benchmark Report, November 2024