Profil
Mr. Brian M.
Green, CFA, is a Portfolio Manager & Equity Analyst at Capital Management Group, Inc.
Prior to joining Capital Management Group, Mr. Green worked at Green, Plagge & Associates, Inc.
He received his BS, majoring in Risk Management with a minor in Accounting, from Illinois Wesleyan University.
Postes actifs de Brian Michael Green
| Sociétés | Poste | Début |
|---|---|---|
Capital Management Group, Inc.
Capital Management Group, Inc. Investment ManagersFinance CMG strongly believes in asset allocation and diversification and accomplishes this through a carefully constructed combination of equities, no-load mutual funds and various fixed income securities. The firm customizes individual portfolios to meet each client’s specific investment objectives weighed against their tolerance for risk. Their investment philosophy can be described as a mix of growth and value, which stresses a balanced portfolio that is well diversified across various sectors. | Compliance Officer | 01/01/2001 |
Formation de Brian Michael Green
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Entreprise privées
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Relations au 1er degré
Entreprises liées au 1er degré
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| Entreprise privées | 2 |
|---|---|
Capital Management Group, Inc.
Capital Management Group, Inc. Investment ManagersFinance CMG strongly believes in asset allocation and diversification and accomplishes this through a carefully constructed combination of equities, no-load mutual funds and various fixed income securities. The firm customizes individual portfolios to meet each client’s specific investment objectives weighed against their tolerance for risk. Their investment philosophy can be described as a mix of growth and value, which stresses a balanced portfolio that is well diversified across various sectors. | Finance |
Illinois Wesleyan University
Illinois Wesleyan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
















