Stephen Blumenthal founded CMG in 1992. He is CEO, Chief Investment Officer and portfolio manager at Capital Management Group, Inc. where he manages equity and tactical investment portfolios. He is a frequent speaker and writer on investment strategies, is a Forbes Contributor and has been featured in various other media sources including the Wall Street […]
PJ Grzywacz joined CMG Capital Management Group, Inc. in 1997 where he currently serves as the President. Mr. Grzywacz is responsible for the firm’s corporate strategy and for all aspects of day-to-day management of CMG and CMG’s family of mutual funds. Mr. Grzywacz is also a frequent writer on macroeconomics, geopolitics and the firm’s strategies […]
Michael Hee, FSA, MAAA, joined CMG Capital Management Group, Inc. in 2009 where he is currently the Head of Investment Research. His primary responsibilities are to develop CMG’s investment strategy offerings as well as all aspects of investment research. In this role, Mr. Hee creates proprietary investment strategies as well as monitoring and evaluating CMG’s […]
Avi Rutstein has over 10 years of experience in the financial services industry as a trader, advisor and wholesaler. Mr. Rutstein joined CMG Capital Management Group, Inc in 2006 and serves as Managing Director and Head of Distribution. Mr. Rutstein is responsible for directing the overall sales and distribution strategy which includes building and developing the sales team […]
Brian Schreiner joined CMG Capital Management Group, Inc. in July of 2015 as Senior VP of the Private Wealth Group. He has more than 16 years of investment experience serving individual investors, families and small businesses. Prior to joining CMG, Mr. Schreiner was President and Chief Operations Officer of Schreiner Capital Management, Inc., a registered […]
Linda Cianci joined CMG Capital Management Group, Inc. in 1998. She currently oversees the Client Relations Team and manages the internal administrative staff. Ms. Cianci has extensive experience in client account management and customer service. She works directly with all CMG clients and advisors as well as related custodians, mutual fund companies and institutional brokerage […]
Adam Agosti joined CMG Capital Management Group, Inc. in 2011 and currently serves as Director of Operations and Trading. Previously, Mr. Agosti served as Senior Trader with responsibility for the trading of both the managed account and mutual fund strategies. He is a member of the Global Investment Performance Standards (GIPS) committee and plays a […]
Michael Tumolo, Senior Research Analyst, is a quantitative researcher and product developer for CMG Capital Management Group Inc. Michael’s primary responsibilities include quantifying, testing and validating CMG’s investment strategy offerings as well as creating new adaptive reasoning investment models. Mr. Tumolo draws on his extensive modeling and trading experience in strengthening CMG’s investment research department. Michael […]
Charlene Allen joined CMG Capital Management Group, Inc. in June of 2021, as the most recent addition to the Client Relations Team, in the capacity of Client Relations Representative. She is a seasoned professional and comes to us having a wealth of knowledge and experience in client care in the financial services industry in Jamaica. […]