Steve Blumenthal
Founder & CEO
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Steve Blumenthal founded CMG Capital Management Group, Inc. in 1992 and acts as its President and Chief Executive Officer. He has been responsible for the company’s growth, development and performance since its inception in 1992.
With over 25 years of investment management and industry experience, Mr. Blumenthal is involved in all aspects of professional money management, specializing in absolute return investment strategies. He serves as the Chief Investment Officer and heads the firm’s Investment Committee.
Mr. Blumenthal is the former Chairman and President of NAAIM – The National Association of Active Investment Managers. NAAIM member firms manage in excess of $15 billion.
Prior to founding CMG Capital Management Group, Inc., Mr. Blumenthal was a Vice President of Investments for Prudential Securities, and was employed as an institutional and retail investment advisor at Merrill Lynch.
Mr. Blumenthal graduated with a Bachelor of Science degree in Accounting from Pennsylvania State University in 1983.
He has three children and is active in his community coaching youth soccer and baseball.
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PJ Grzywacz
Managing Director
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PJ Grzywacz joined CMG Capital Management Group, Inc. in 1997 where he is currently
the Vice President of Investment Research. Mr. Grzywacz
has over 7 years of experience in alternative investments. Prior to working on the
firm’s research team, Mr. Grzywacz coordinated administration and accounting
for the firm’s other alternative asset strategies.
Mr. Grzywacz graduated from Carnegie Mellon University with a Bachelor of Science
degree in Finance and Marketing and a minor in International Affairs. Mr. Grzywacz
is also fluent in Polish.
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Jason Wilder
Managing Director
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Jason Wilder joined CMG Capital Management Group, Inc. in August 2000 where he acts as Managing Director of the firm and leads the business development team.
Prior to joining CMG, Mr. Wilder was an Assistant Limited Partnership Trader with
the American Partnership Board. Before this, Mr.Wilder was the Institutional Client
Services Manager for Trust Company of America.
Mr. Wilder began his extensive career in the financial industry at Raymond James
and Associates in Clearwater, Florida. In his position as Mutual Fund Reconciliation
Specialist, he worked closely with mutual fund companies, transfer agents, wire
houses and trust companies in both institutional and retail capacities.
Mr. Wilder is a graduate of Eckerd College, St. Petersburg, Florida, with a Bachelor’s
of Arts degree in Management. License: Series 66
He is married with two children.
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Adam Agosti
Operations Associate
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Adam Agosti joined CMG Capital Management Group, Inc. in 2011 as Operations Associate. As an Operations Associate, Adam will oversee daily trading as well as analyze, value, and reconcile various CMG portfolios. Mr. Agosti was a CMG intern prior to joining full time.
Mr. Agosti graduated in 2011 with a Bachelors of Science in Management and Finance from La Salle University.
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Linda Cianci
Client Relations
Manager
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Linda Cianci joined CMG Capital Management Group, Inc. in 1998.
Ms. Cianci has extensive experience in client account management and customer service. She works directly with all CMG clients as well as related custodians, mutual fund companies and institutional brokerage firms. Ms. Cianci manages the internal administrative staff and reports directly to the president.
Prior to joining CMG, Ms. Cianci held key administrative positions with Apria Healthcare and Novacare.
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Magda Dobrowolska
Reconciliation Specialist
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Magda Dobrowolska joined CMG Capital Management Group, Inc. in 2006 as a Reconciliation
Specialist. Her primary responsibilities include monthly and quarterly fee invoicing
and review of accounting/NAV packages of hedge fund products.
Prior to joining CMG, Ms. Dobrowolska was a Financial Analyst at SEI, a global provider
of outsourced asset management services and investment processing solutions. She
brings to CMG a broad international and financial/accounting experience from her
work abroad for British and Danish Programs.
Ms. Dobrowolska has a MBA in Finance and Economics from West Chester University of Pennsylvania. She received her BS in Finance from the Academy of Economics in Poznan, Poland. Ms. Dobrowolska is also fluent in Polish.
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Nick Dodds
Marketing Coordinator
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Nick Dodds joined CMG Capital Management, Inc. in February 2010 where he is currently the Marketing Coordinator. His primary responsibility is to coordinate all internal and external marketing initiatives for CMG. Prior to working as the Marketing Coordinator, Mr. Dodds acted as a client service representative.
Mr. Dodds graduated with a Bachelors of Business Administration in Entrepreneurship from the University of Miami in two and half years. He also studied abroad through the Semester at Sea program run by the University of Virginia.
He is active in the local soccer community and is a member of the Phi Delta Theta fraternity.
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Doug Dorr
Vice President
of Institutional Sales
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Doug Dorr joined CMG Capital Management, Inc. in November 2008 as Vice President of Institutional Sales. Mr. Dorr has over 17 years of institutional, retail, and wholesale experience in the financial services industry.
Prior to joining CMG, Mr. Dorr was a Retail Investment Officer, managing a sales team and providing retail financial services at NatCity Investments, generating $1million in gross dealer concessions. Over his extensive career, he has held the position of Regional Vice President, wholesaling various investment solutions to wirehouses, broker-dealers, and financial institutions, including: GE Capital, AXA, and Allianz.
Mr. Dorr graduated with a Bachelors of Arts degree in Political Science from Miami University of Ohio. He resides in Mt. Lebanon, PA with his wife of more than 14 years and their 3 children.
Licenses: 24, 7, 6, 63, 65, 66, Life, Health, and Annuity.
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Andrew Elkin
Vice President
of Operations
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Andrew Elkin joined CMG Capital Management Group, Inc. in 2004 and serves as Vice President of Operations. His primary responsibilities include trading and overseeing the client relations department. Mr. Elkin started at CMG as a member of the due diligence team.
Prior to joining CMG, Mr. Elkin was a marketing coordinator at Ben Franklin Technology
Partners of Southeastern Pennsylvania, a Philadelphia-based economic development
organization.
Mr. Elkin graduated from Franklin & Marshall College with a B.A. in Business
Management and Spanish.
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Jack Forgosh
Investment Advisor
Representative
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Jack Forgosh joined CMG Capital Management Group, Inc. in September 2008 as an Investment Advisor Representative. He primarily works with CMG’s individual investors.
He began his investment advisory career with Dean Witter Reynolds as a Registered Representative in 1987. Over the last 23 years Jack has acted in various roles including financial advisor, career consultant and a health and wellness coach.
Jack graduated with a Bachelor of Science degree in Finance from Pennsylvania State University in 1985.
Jack is married with two teen daughters and is active in his local community.
License: 65
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Mike Hee
Vice President of
Research & Investments
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Mike Hee joined CMG Capital Management Group, Inc. in 2009 where he is currently the Vice President of Research & Investments. Mr. Hee has over 15 years of risk management experience in insurance and business consulting.
Prior to joining CMG, Mr. Hee worked as a consulting actuary providing financial risk management solutions for clients. Mike is a Fellow of the Society of Actuaries and a member of the American Academy of Actuaries.
Mr. Hee graduated with a Master of Science degree in Mathematics from West Chester University of Pennsylvania. He also holds a Bachelor of Science degree in Mathematics with a concentration in Economics from the University of Delaware.
Mike is married with three children and is active is his community coaching youth sports.
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Avi Rutstein
Vice President of
Institutional Sales
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Avi Rutstein has over 10 years experience in the financial services industry as a trader, advisor and wholesaler. Avi joined CMG Capital Management Group, Inc in 2006 and now serves as Vice President of Institutional Sales. Prior to joining CMG, Mr. Rutstein was a securities trader with Wheatley Capital Series Fund LLC, specializing in NASDAQ stocks. Earlier, he was a Financial Advisor with Metropolitan Life working with families and small businesses. Mr. Rutstein began his career at MarketVision, Inc. where he partnered in the launching of a direct marketing company.
Mr. Rutstein graduated from Pennsylvania State University with a Bachelor of Science degree in Management. He resides in King of Prussia, PA where he enjoys spending time with his wife, son and dog.
Licenses: NASD Series 65 and Pennsylvania Life and Health Insurance
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Richard Shorin
Controller
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Richard Shorin joined CMG Capital Management Group, Inc. in 2004 as Controller.
He is responsible for all daily financial and tax activities of the firm and related
entities. He also interacts and coordinates projects with various outside professionals.
Before joining CMG, starting in 1994, he was Controller for US MobilComm, Inc. where
he also worked with the FCC and investors on license related matters. For the past
ten years Richard maintained a private tax practice where he represented a diverse
range of moderate to complex individual and small business clients.
Richard started his career at Laventhol & Horwath, which had been the 10th largest accounting firm in the US. He worked in the accounting and auditing department and progressed to tax manager. He continued his experience there as the Controller of all 50 offices, director of tax operations and finally as part of select team to manage the firm’s bankruptcy.
Richard holds a Bachelor of Science in Economics and a Master of Business Administration from the University of Rochester. Additionally, he has a Masters Degree in Taxation from Villanova University. He is a licensed CPA and Notary
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LaKeya Smith
Client Services
Representative
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LaKeya Smith joined CMG Capital Management Group, Inc. in April of 2009 as a Client Services Representative. Ms. Smith supports both the administrative and operations teams, working directly with CMG clients and advisors on the new account process.
Ms. Smith most recently worked as a customer service representative for Touchstonehealth, an HMO. She also has worked for the New York State Department of Housing and Department of Health in various client relations and customer service roles as well as an administrative assistant for the New York Mayor’s Office of Veteran’s Affairs.
Ms. Smith attended Nyack College and holds an advanced Microsoft Office Certificate from the Holt Technical School.
Ms. Smith enjoys reading, writing, music and spending time with her family.
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Mark Watkinson
Internal Sales Support
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Mark Watkinson joined CMG Capital Management Group, Inc. in September 2009 as a Client Services Representative. His primary responsibilities include client relations as well as assisting the Operations and Sales departments. He works directly with CMG clients and advisors, assisting them with new account paperwork, online access, and daily requests
Mr. Watkinson began his career with Hartford Life Distributors where he worked in internal sales support for their variable annuity products.
He is a graduate of West Chester University with a Bachelors of Marketing.
Licenses: 6, 63, Life
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