Cmg Private Wealth Group
CMG Private Wealth is an SEC-registered investment advisory firm with over 30 years of experience in helping investors defend and grow their wealth. As fiduciaries, we are committed to a holistic, goals-based approach to wealth management that prioritizes the unique needs and aspirations of our clients. In today's increasingly complex and unpredictable global markets, traditional investment strategies that rely on a buy-and-hold approach are often exposed to heightened risks and volatility. At CMG Private Wealth, we recognize these challenges and take a proactive approach to portfolio management. By gaining a deep understanding of your investment goals, risk tolerance, and expectations, we design a customized portfolio that includes actively managed strategies, alternative investments, and specialized private investments aimed at achieving your financial objectives. We proudly serve affluent families and individuals, offering services that extend beyond traditional investment management. Our expertise encompasses alternative investments, real estate, private equity, private credit, real assets, hedge funds, and venture capital—allowing us to deliver sophisticated and diversified strategies tailored to our clients' needs. Founded in 1992 by Stephen Blumenthal, who serves as Executive Chairman and Chief Investment Officer, CMG Private Wealth continues to stand at the forefront of innovative wealth management solutions, helping our clients navigate the complexities of today’s markets with confidence and clarity. For additional information and important disclosures, please go to
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Verified contacts
12
available on Kipplo
LinkedIn employees
16
11 to 50 range
Open roles
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no listings
Distinct roles
11
indexed titles
Tech stack
4
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Monthly traffic
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Decision-makers and verified team members
12 contacts with verified email or phone · masked until revealed.
- LC
Linda Cianci
Client Relations Manager · Customer/Client Service
EmailPhone - LC
Linda Cianci
Client Relations Manager · Customer/Client Service
EmailPhone - AA
Adam Agosti
Senior Trader · Finance & Accounting
EmailPhone - AR
Avi Rutstein
Managing Director, Senior Wealth Manager · General Business & Management
EmailPhone - SB
Stephen Blumenthal
Chairman and CEO · Other
EmailPhone - JS
Jayshree Shah
Administrator · Operations
EmailPhone - KN
Kyle North
Advisor Support Representative · Customer/Client Service
EmailPhone - TH
Thomas Hannafin
Internal Sales Associate · Sales & Business Development
EmailPhone - MH
Michael Hee
Vice President Research & Investments · Other
EmailPhone
Showing 9 of 12 verified contacts
Top roles at Cmg Private Wealth Group
11 distinct titles indexed · top 10 shown.
- 2client relations manager
- 1administrator
- 1advisor support representative
- 1advocate
- 1chairman and ceo
- 1client relations
- 1internal sales associate
- 1managing director, senior wealth manager
- 1opérateur
- 1senior trader
- +1more titles
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