Our Team
EXECUTIVE CHAIRMAN, CHIEF INVESTMENT OFFICER
Steve Blumenthal
Stephen Blumenthal founded CMG in 1992. He is CMG’s Executive Chairman and Chief Investment Officer. Steve began his career at Merrill Lynch in 1984 and he has over 40 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.
Steve is the author of the popular weekly global macroeconomic investment e-letter “On My Radar.”
Steve graduated from Pennsylvania State University with a Bachelor of Science degree in Accounting.
MANAGING DIRECTOR, INVESTMENT RESEARCH
Michael Hee, FSA, MAAA
Michael Hee joined CMG in 2009 and is currently the Head of Investment Research. His primary responsibilities are to develop CMG’s investment strategy offerings as well as all aspects of investment research. In this role, Mike develops proprietary investment strategies as well as monitoring and evaluates CMG’s current strategies, drawing on decades of experience in financial risk modeling. He has over 20 years of risk management experience in insurance, finance, and business consulting.
Prior to joining CMG, Mike worked as a consulting actuary, providing financial risk management solutions for clients. He is a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. In addition to his actuarial credentials, Mike holds a Master of Science degree in Mathematics from West Chester University of Pennsylvania and holds a Bachelor of Science degree in Mathematics with a concentration in Economics from the University of Delaware.
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. Terry 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 RESEARCH
Robert Schuster, CFA, CMT
Mr. Schuster joined CMG in 2022. He brings with him 30+ years of financial market analysis, product development, and senior management and leadership experience. He serves as a Director - Investment Strategy, and Investment Advisor Representative 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 became the Chief Product Officer, leading all new product development, 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 licenses from the Financial Industry Regulatory Authority (FINRA).
DIRECTOR OF OPERATIONS AND TRADING
Adam Agosti
Mr. Agosti joined CMG in 2011 and currently serves as Director of Operations and Trading. Previously, Adam served as Senior Trader with responsibility for the trading of both the managed account and mutual fund strategies. He is a member of the Global Investment Performance Standards (GIPS) committee and plays a key role in calculating and reporting the performance of those strategies.
Adam graduated in 2011 with a Bachelor of Science degree in Management and Finance from La Salle University.
CLIENT RELATIONS MANAGER
Linda Cianci
Linda Cianci joined CMG in 1998. She currently oversees the Client Relations Team and manages the internal administrative staff. Linda has extensive experience in client account management and customer service. She works directly with all CMG clients and advisors as well as related custodians, mutual fund companies and institutional brokerage firms. Linda enjoys nurturing relationships and ongoing customer engagement and has exceptional interpersonal skills. Prior to joining CMG, she held key administrative positions with Apria Healthcare and Novacare. Linda earned the Dale Carnegie Leadership Certification in the fall of 2015.
CLIENT RELATIONS REPRESENTATIVE
Charlene Allen
Mrs. Allen joined CMG in June of 2021, as a Client Relations Representative. Charlene is a seasoned professional and comes to us having a wealth of knowledge and experience in client care in the financial services industry in Jamaica. She believes in going the extra mile to ensure that all clients’ needs are exceeded.
Charlene holds a Bachelor of Science in Business Administration, finance emphasis, from Northern Caribbean University in Jamaica. She also has certifications in counseling, speaking, success habits and problem-solving and is currently pursuing her real estate license.
CLIENT RELATIONS REPRESENTATIVE
Jorge Llamas Jr.
Mr. Llamas Jr. joined CMG in 2022 as a Client Relations Representative. Jorge supports both the administrative and operations teams, working directly with CMG clients and advisors on the new account process. He comes to CMG with an exceptional background in client services and operations. Prior to joining CMG, Jorge worked for Wells Fargo as a Home Loan Processor managing new home loans, processing necessary documentation to underwrite while interacting with clients to ensure and exceed expectations.
Jorge is a U.S. Navy veteran who served at the Portsmouth Naval Hospital in Portsmouth, Virginia and onboard the Ticonderoga-class guided missile cruiser USS Monterey (CG-61) based out of Naval Station Mayport, Florida.
EXECUTIVE ASSISTANT TO STEVE BLUMENTHAL
Amy McOsker
Mrs. McOsker joined CMG in 2018 where she currently serves as Executive Assistant to Stephen Blumenthal. Amy recently expanded her role supporting the Client Relations Team. She brings an extensive background in organization and project management skills. Before joining CMG, Amy served as a Marketing Specialist and Event Coordinator in the health care industry, working with external agencies and vendors to execute marketing programs. She previously owned and operated a boutique corporate gift and event business featuring gourmet cookies and sweets of her creation.