Steve Blumenthal – President & CEO
|
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 alternative
investment strategies. He serves as the Chief Investment Officer for all of CMG
Funds and heads the firm’s Investment Committee.
Mr. Blumenthal is the former Chairman and President of NAAIM – The National
Association of Active Investment Managers.
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 and played four years on the varsity soccer team. He holds
NASD series 7; 63; 3; and 65 licenses.
He has three children and is active in his community coaching youth soccer and baseball.
|
|
PJ Grzywacz-- Vice President of Investment Research
|
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.
|
|
Jason Wilder -- Senior Vice President of Business Development
|
Jason Wilder joined the staff of CMG Capital Management Group, Inc. in August 2000
where he acts as the Senior Vice President of Business Development.
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.
|
|
Marv Blumenthal -- Co-founder and Consultant
|
Marv Blumenthal co-founded CMG in 1992 with his son, Steve. He is a Certified Public Accountant with over 40 years experience in tax, auditing, estate and personal financial planning. Prior to founding CMG, Mr. Blumenthal was a senior partner with Mittleman, Levy, Blumenthal and Company, Certified Public Accountants.
Mr. Blumenthal is active within the industry and is a long-standing member of the American Institute of Certified Public Acountants, and the Pennsylvania Institute of Certified Public Accountants. A past President of the Central Pennsylvania PICPA chapter, he also has served in the PICPA council, the PICPA state ethics committee, and the PICPA tax committee. Mr. Blumenthal has been published in Tax Notes, a national publication.
He holds a Bachelor of Science in Accounting from Penn State University. In addition to his CPA, he holds the National Association of Securities Dealer (NASD) series 2 and series 65 licenses.
Mr. Blumenthal resides in State College, Pennsylvania with his wife, Eilene. They have four children and eight grandchildren.
|
|
Linda Cianci -- Client Relations Manager
|
Linda Cianci joined CMG Capital Management Group, Inc. in 1998.
Ms. Cianci has extensive experience in client account management and customer service.
She is directly involved with custodians, mutual fund companies and institutional
brokerage firms. Ms. Cianci reports directly to the president and works with him
on special projects.
She serves as chief administrator with responsibility for compliance, reporting
and other operations.
Prior to joining the company Ms. Cianci held key administrative positions with Apria
Healthcare and Novacare.
|
|
Magda Dobrowolska -- Reconciliation Specialist
|
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 Academy of Economics in Poznan,
Poland. Ms. Dobrowolska is also fluent in Polish.
|
|
Andrew Elkin -- Senior Analyst
|
Andrew Elkin joined CMG Capital Management Group, Inc. in 2004 as an Analyst for
CMG's research team. His primary responsibilities
are developing and managing the due diligence process utilized in evaluating hedge
fund managers.
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.
|
|
Luther Hammock-- Customer Service
|
Luther Hammock joined CMG Capital Management Group, Inc. in 2004 where he acts as the
firm's Administrative Assistant. In this role, he provides support to all managers
and departments within the firm. Prior to joining CMG, Mr. Hammock operated a home
improvement business. Prior to this, Mr. Hammock was a building materials consultant
and sales support associate for Home Depot. Previously, Mr. Hammock was an auto
and electro-mechanical technician in New York and Pennsylvania.
|
|
Avi Rutstein--Vice President of Business Development
|
Avi Rutstein joined CMG Capital Management Group, Inc in 2006 as Vice President of Business Development. Prior to joining CMG, Mr. Rutstein was a securities trader with Wheatley Capital Series Fund LLC, specializing in NASDAQ stocks. Earlier, Mr. Rutstein was a Financial Advisor for 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 Hotel, Restaurant and Institutional Management.
He holds NASD Series 65 and Pennsylvania Life and Health Insurance licenses.
He is married and has a dog.
|
|
Richard Shorin-- Controller
|
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 firms bankruptcy.
Richard holds a Bachelor of Science in Economics and a Masters 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.
|
