![Greg Makowski](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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 emphasizes the need for consistency of returns over time through diversification and asset allocation. The firm mainly allocates client investment assets among various individual debt and equity securities and mutual funds on a discretionary and non- discretionary basis according to the client's specified investment objectives. | Fondateur | 01/01/1989 |
Anciens postes connus de Greg Makowski
| Sociétés | Poste | Fin |
|---|---|---|
Fisk University
 Fisk University Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | - |
National Advisory Group
 National Advisory Group Investment ManagersFinance Offers investment, advisory and asset management services | Corporate Officer/Principal | - |
Formation de Greg Makowski
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
9
Relations au 1er degré
4
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
National Advisory Group
National Advisory Group Investment ManagersFinance Offers investment, advisory and asset management services | Finance |
Fisk University
Fisk University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
William Paterson University
 William Paterson University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
CFS Investment Advisory Services LLC
CFS Investment Advisory Services LLC Investment ManagersFinance CFS emphasizes the need for consistency of returns over time through diversification and asset allocation. The firm mainly allocates client investment assets among various individual debt and equity securities and mutual funds on a discretionary and non- discretionary basis according to the client's specified investment objectives. | Finance |
