Thirty-nine years in the investment business with experiences as an HNW advisor, corporate manager and now entrepreneur leading a firm providing investment research and asset management services for wealth management advisors. The last 29 years have been focused exclusively on open architecture investment management consulting for financial institutions. The firm I founded in 2002, CMC, has designed, launched and now supports investment advisory platforms for RIAs, banks, multi-family offices, and broker-dealers. Today at our clients request a range of outsourced chief investment officer services which include asset allocation, portfolio construction, manager search selection, and due dil