Greg Makowski
Fondateur chez CFS Investment Advisory Services LLC
Profil
Mr. Gregory M.
Makowski is a Founding Partner & Managing Member at CFS Investment Advisory Services LLC.
He Co-founded the firm in 1989 and became the New York Regional representative for the Investment Management Council (IMC) a division of Callan Associates, which develops leading edge investment management programs for wealthy families and institutions.
Mr. Makowski was employed as a Trustee by Fisk University and a Founding Member by National Advisory Group.
He was graduated from William Paterson College in 1981 and is a Certified Financial Planner, a Certified Investment Management Consultant and an Accredited Investment Fiduciary.
Postes actifs de Greg Makowski
| Sociétés | Poste | Début |
|---|---|---|
CFS Investment Advisory Services LLC
 CFS Investment Advisory Services LLC Investment ManagersFinance CFS Investment Advisory Services LLC (CFS) is an independent, SEC-registered investment advisor headquartered in Totowa, New Jersey. The firm was founded by Greg Makowski and Harris Nydick in 1989. CFS offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Fondateur | 01/01/1989 |
Anciens postes connus de Greg Makowski
| Sociétés | Poste | Fin |
|---|---|---|
| Fisk University | Corporate Officer/Principal | - |
National Advisory Group
 National Advisory Group Investment ManagersFinance Part of Informa Media, Inc., National Advisory Group offers investment, advisory, and asset management services. The company is based in Dresher, PA. National Advisory Group was acquired by Informa Media, Inc. on July 12, 2000. | Corporate Officer/Principal | - |
Formation de Greg Makowski
| William Paterson University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 2 |
|---|---|
National Advisory Group
National Advisory Group Investment ManagersFinance Part of Informa Media, Inc., National Advisory Group offers investment, advisory, and asset management services. The company is based in Dresher, PA. National Advisory Group was acquired by Informa Media, Inc. on July 12, 2000. | Finance |
CFS Investment Advisory Services LLC
CFS Investment Advisory Services LLC Investment ManagersFinance CFS Investment Advisory Services LLC (CFS) is an independent, SEC-registered investment advisor headquartered in Totowa, New Jersey. The firm was founded by Greg Makowski and Harris Nydick in 1989. CFS offers a variety of advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and business entities. | Finance |