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. He holds FINRA Series 7, 63, and 65 licenses.
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 spent more than two decades in financial services, including roles as an institutional equities trader and investment adviser. He joined CMG in 2006 and today serves as a Managing Director and Senior Wealth Manager.
Avi is the primary point of contact for many of the families CMG serves. His approach is consultative. He starts by learning each client’s full financial picture: their goals, concerns, income needs, and time horizon. He then works with them to shape a long-term plan and stays closely involved as their lives and priorities change.
His guidance goes beyond the portfolio. Avi helps clients think through estate planning, tax mitigation, and income strategies, and he coordinates with their attorneys and CPAs so that every part of the plan works together.
Avi also serves on CMG’s Investment Committee. He brings experience across traditional and alternative investments, trading strategies, and private investments to the team-based process behind CMG’s endowment-style portfolios.
Avi earned a Bachelor of Science in Management from The Pennsylvania State University. He holds FINRA Series 7, 63, and 65 licenses, as well as life insurance licenses in multiple states.
DIRECTOR OF OPERATIONS AND TRADING
Adam Agosti
Adam Agosti joined CMG in 2011 and currently serves as Director of Operations and Trading. In this role, he works closely with all facets of the business, ensuring seamless coordination across departments. Adam oversees the firm’s daily operations while strategically managing account activities, combining operational expertise with a deep understanding of trading processes to drive efficiency and support firm-wide objectives.
Adam graduated in 2011 with a Bachelor of Science degree in Management and Finance from La Salle University in Philadelphia.
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
EXECUTIVE ASSISTANT AND HEAD OF MARKETING
Jorge Llamas Jr.
Jorge 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.
MARKETING ASSOCIATE
Kyle Blumenthal
Kyle Blumenthal joined CMG in 2024 and works in Marketing and Customer Relations. He advises on marketing and supports the production of On My Radar, Trade Signals, webinars, and podcasts. He graduated from Penn State University in 2022 and resides in Los Angeles, CA, where he writes, produces, directs, and acts in the film industry.
Amy McOsker
Amy McOsker joined CMG in 2018 and serves as Executive Assistant to Stephen Blumenthal, while also overseeing and coordinating the firm’s marketing initiatives. She brings extensive experience in marketing, event coordination, and project management. Prior to joining CMG, Amy worked as a Marketing Specialist and Event Coordinator in the healthcare industry and owned a boutique corporate gift and event business.
ASSOCIATE WEALTH MANAGER
Kyle North
Kyle North joined CMG in 2022 and serves as an Associate Wealth Manager on the firm’s wealth management team.
Kyle plays a key role in building new client relationships. He is often one of the first people prospective clients meet at CMG. He helps them understand the firm’s approach and makes sure the move to CMG goes smoothly.
He works closely with CMG’s senior wealth managers on all parts of the client experience, from preparing for meetings and analyzing portfolios to following up on day-to-day service needs. That close partnership means clients get prompt attention and a team that knows their situation well.
Kyle holds FINRA Series 7, 63, and 65 licenses.
