Our Advisors
EXECUTIVE CHAIRMAN, CHIEF INVESTMENT OFFICER
Steve Blumenthal
Mr. Blumenthal founded CMG in 1992. Steve is CMG’s Executive Chairman and Chief Investment Officer. He began his career at Merrill Lynch in 1984 and he has over 36 years of investment management and industry experience. He is a frequent speaker and writer on investment strategies.
In 2020, Steve released his first book, published by ForbesBooks, titled, On My Radar: Navigating Stock Market Cycles – How to Grow and Defend Your Wealth. Steve has been featured in The Wall Street Journal, Barron’s, Investor’s Business Daily, Pensions & Investments Magazine, Investment News, and ETF.com. Steve has appeared in various media outlets, including Bloomberg, CNBC, and Fox Business News. He is the author of the popular weekly letter, “On My Radar.”
MANAGING DIRECTOR, SENIOR WEALTH MANAGER
Avi Rutstein
Avi Rutstein has over 20 years of experience in the financial services industry as an institutional equities trader, wholesaler, and investment adviser. Avi joined CMG in 2006 and is now a Managing Director and Senior Wealth Manager.
During his tenure at CMG, Avi has advised families and investment professionals on portfolio construction and asset allocation strategies. Avi has a strong background in traditional and nontraditional investments, trading strategies, as well as private investments. When working with clients, he focuses on understanding a client’s financial picture and taking a consultative approach to designing a long-term investment plan.
Avi graduated from Pennsylvania State University with a Bachelor of Science degree in Management. Avi holds FINRA Series 65, 7 and 63 licenses. He also holds life insurance licenses in multiple states.
SENIOR WEALTH MANAGER
Brian Schreiner
Mr. Schreiner has over 23 years of experience in the investment industry serving individual investors, families and small businesses. Brian joined CMG in 2015 and serves as an Investment Advisor Representative in the Private Wealth Group.
Prior to joining CMG, Brian was President and Chief Operations Officer of Schreiner Capital Management, Inc., a registered investment advisor firm that specialized in managing tactical investments.
Brian holds a B.S. in Business Administration from Widener University. His writings and commentaries appear often in industry publications and he is a frequent speaker at industry events as well as at regional and national conferences. He holds FINRA Series 7 and 65 licenses.
SENIOR WEALTH MANAGER
Terry Cunningham
Mr. Cunningham joined CMG in 2020 and serves as an Investment Advisor Representative in the Private Wealth Group. He has been in the investment industry for 40 years serving individual investors, families, and small businesses as well as a wholesaler.
Prior to joining CMG Terry has been and remains affiliated with Amera Securities LLC as a Registered Representative since 2009. He began his career as a wholesaler progressing to sales management for large mutual fund companies. Terry has experience investing in most asset classes including traditional and non-traditional investments such as hedge funds, private equity, and private credit along with all manner of packaged products that hold stocks, bonds, and cash.
Terry holds a B.A. from the University of Richmond, VA. He holds Series 6, 7, 24, 63, 65 and 79 licenses from the Financial Industry Regulatory Authority, FINRA.
DIRECTOR, INVESTMENT RESERACH
Robert Schuster
Mr. Schuster joined CMG in 2022. He brings with him over 30 years of financial analysis, product development, and senior management and leadership experience. He serves as a Director and Market Strategist in the Private Wealth Group.
Prior to joining CMG, Robert served in multiple leadership positions at Ned Davis Research, Inc. As Managing Director of Custom Research Services, he built and managed the largest research division at the company; he moved on to become the firm’s Chief Operating Officer, leading the firm’s strategy and growth initiatives, and then become the Chief Product Officer, leading all new product development and market execution strategy, including NDR Investment Solutions.
Robert graduated with Honors from the University of Illinois with a B.S. in Finance. He holds a Charted Financial Analyst (CFA) and Chartered Market Technician (CMT) designations along with Series 7 & 63 license from the Financial Industry Regulatory Authority, FINRA.