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Rick Catts
Profile
Mr. Catts joined CMG Capital Management, Inc. in June 2010.
His background is extensive in all aspects of the investment management business from portfolio management and trading to client service and sales.
Most recently a portfolio specialist with Alliance Bernstein, he was the communication liaison between the portfolio management teams and the firm’s clients, prospects and internal sales force.
Prior to Alliance Bernstein, he was a regional director for Palley-Needleman Asset Management and a portfolio manager for Wolf, Webb, Burk and Campbell.
He was a private bank officer with Mellon Bank and portfolio manager with The Bryn Mawr Trust Company.
Mr. Catts holds a Bachelor of Science in Economics from the University of Delaware, a Master of Science in Finance from Temple University, and was a member of the adjunct faculty for St. Joseph’s University MBA program where he taught Entrepreneurship.
Mr. Catts lives in Valley Forge, PA with his wife, two daughters, and their dog.
Former positions of Rick Catts
Companies | Position | End |
---|---|---|
CMG Capital Management Group, Inc.
![]() CMG Capital Management Group, Inc. Investment ManagersFinance CMG Capital Management Group, Inc. (CMG) is an independent registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded by Stephen B. Blumenthal in 1992. CMG offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations. | Sales & Marketing | 01/09/2010 |
Training of Rick Catts
University of Delaware | Undergraduate Degree |
Temple University (Pennsylvania) | Graduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
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CMG Capital Management Group, Inc.
![]() CMG Capital Management Group, Inc. Investment ManagersFinance CMG Capital Management Group, Inc. (CMG) is an independent registered investment advisor headquartered in Malvern, Pennsylvania. The firm was founded by Stephen B. Blumenthal in 1992. CMG offers investment advisory services to individuals, pension and profit-sharing plans, trusts, estates and charitable organizations. | Finance |
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