CMG AdvisorCentral publishes approximately 3x a week with news and views on the markets, investing, and portfolio construction for financial advisors. Contributor bios below. Sign up for weekly updates to AdvisorCentral.
- Steve Blumenthal writes about the markets, investing and economics. See Steve’s bio | See Steve’s stories
- PJ Grzywacz writes about the global economy. See PJ’s bio | See PJ’s stories
- Michael Hee writes about due diligence, investment research and market risk. See Michael’s bio | See Mike’s stories
Steve Blumenthal
Founder & CEO
CMG Capital Management Group
Steve Blumenthal founded CMG Capital Management Group, Inc. in 1992 and acts today as CEO and portfolio manager for equity and tactical investment portfolios. Mr. Blumenthal writes frequently on the markets and is the author of CMG’s three newsletters, Trade Signals, On My Radar and The Blumenthal Viewpoint. He recently authored the first in a series of three white papers to help advisors and clients understand Tactical Investment Strategies.
With over 30 years of investment management and industry experience, prior to founding CMG, Mr. Blumenthal worked for Merrill Lynch Institutional, Merrill Lynch Retail and Prudential Securities.
The objective behind all of Mr. Blumenthal’s work is to help advisors build better portfolios by allocating with a long term game plan that is risk sensitive and properly diversified. Mr. Blumenthal is a self-proclaimed “quant geek” with an analytical mind for the markets that helps him connect with everyday investors and industry experts alike. See detailed CMG Capital Management Group team bios.
PJ Grzywacz
President & CCO
CMG Capital Management Group
PJ Grzywacz joined CMG Capital Management Group, Inc. in 1997 where he currently serves as the President and Chief Compliance Officer. Mr. Grzywacz is responsible for all aspects of day-to-day operations at CMG.
Mr. Grzywacz has over 15 years of experience in tactical investments and was previously responsible for the firm’s due diligence and investment research process. Prior to heading CMG’s research team, Mr. Grzywacz coordinated administration, accounting and operations for the firm’s alternative asset strategies.
As President, Mr. Grzywacz guides the firm in building relationships according to the CMG value statement. His positive demeanor, knowledge on the global economy and inquisitive nature helps shape Mr. Grzwacz’s distinctive leadership style. As CMG’s leader, Mr. Grzywacz is a big picture thinker who is eager and able to talk to advisors, work with the research team, offer marketing suggestions and help the firm and its clients surpass their goals across the board. See detailed CMG Capital Management Group team bios.
Michael Hee, FSA, MAAA
Managing Director, Investment Research
CMG Capital Management Group
Michael Hee, FSA, MAAA, joined CMG Capital Management Group, Inc. in 2009 where he is currently the Head of Due Diligence and Investment Research. His primary responsibilities are to continually improve CMG’s investment strategy offerings as well as all aspects of investment research. In this role, Mr. Hee monitors and evaluates CMG’s current strategies in addition to performing due diligence on prospective managers and strategies.
Mr. Hee has over 18 years of risk management experience in insurance, finance and business consulting. Prior to joining CMG, Mr. Hee worked as a consulting actuary providing financial risk management solutions for clients. Mr. Hee is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries.
As the firm’s research aficionado, Mr. Hee has an expansive knowledge of the tactical investing space. His background in risk management gives Mr. Hee an exceptional ability to speak to the risk components in a portfolio. See detailed CMG Capital Management Group team bios.
