Capital Management Group, Inc. provides investment management services to individuals, businesses, trusts, and employee benefit plans. CMG has been offering portfolio management services since 1985. From 1985 to 2000, the services were provided within Green, Plagge & Associates, Inc.; an accounting firm that also offered investment services. In 2000, CMG was incorporated, and all investment services previously provided by Green, Plagge & Associates, Inc. were transitioned to CMG. The firm is owned by Michael D. Green & Brian M. Green, CFA.
Michael D. Green | President
Mr. Green graduated from Illinois State University with a Bachelor of Science in business administration in 1969. He founded Green, Plagge & Associates, Inc., the parent company of Capital Management Group, in 1977. Mr. Green is FINRA Series 65 examination qualified. He has been a key member of the portfolio management process since 1985 when Green, Plagge & Associates, Inc. began offering portfolio management services. Currently, Mr. Green is an integral component of the decision making process, and continues to oversee all activities relating to the firm.
Brian M. Green, CFA | Portfolio Manager | Equity Analyst
Joined the firm in 1997 after graduating from Illinois Wesleyan University with a Bachelor of Science degree, majoring in risk management with a minor in accounting. He is well trained in equity valuation and diversification, and has spent his career being directly involved in the portfolio management process. The firm's investment research is all done internally, and is based on valuation models developed and maintained by Mr. Green. He is a CFA charterholder.