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2016-11-17T00:00:00.000Z

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Wrong Bud Green?

Mr. Bud Green

Chief Investment Officer

MJM401k

Direct Phone: (310) ***-****       

Email: g***@***.com

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MJM401k

4647 N 32ND ST

Phoenix, Arizona 85018

United States

Company Description

MJM401k is dedicated to superior client service and satisfaction. This pledge is supported by the fact that we have never lost a client due to service issues. We solidify our clients' expectations and objectives at the outset of our relationship so that t ... more

Find other employees at this company (6)

Background Information

Employment History

President

Fortress Wealth Management Inc

Partner, Business Development

Aequalis

Portfolio Manager

TRI-AD

Chief Investment Officer and A Principal Consultant

MJM401k’s

Founding Partner

Pacific Benefit Consultants

Affiliations

Board Member
American Society of Pension Professionals & Actuaries

Founder
Interactive Capital Management Company

Registered Investment Advisor
Securities and Exchange Commission

Education

Bachelor of Arts degree

Economics

University of California at Davis

degree

Economics

University of California at Davis

economics degree

UC Davis

Web References (77 Total References)


About Us | Fortress Retirement

www.fortressretirement.com [cached]

Bud Green joined Fortress in 2001, and took over full ownership of the firm after Mr. Nimmo's passing in 2012.

...
A Graduate of UC Davis with a Degree in Economics, Mr. Green has over 25 years of experience in investment analysis and management, and holds the CIMA and AIF designations. He is also the Chief Investment Officer of MJM401k, LLC, a 401(k) consulting firm with over $6 billion in assets.


About Us | MJM401k

www.mjm401k.com [cached]

Bud Green, AIF, CIMA, Chief Investment Officer and Principal Consultant

...
Bud Green, AIF, CIMA, Chief Investment Officer and Principal Consultant
Bud Green, MJM401k's Chief Investment Officer and a principal consultant, is a Certified Investment Management Analyst (CIMA®) and an Accredited Investment Fiduciary™ (AIF) with over twenty years of experience in financial analysis, portfolio management, and retirement plan consulting.
Prior to MJM401k, Mr. Green created the nation's first rating system for Real Estate Syndication Firms to bring full transparency to the investment world. He holds a degree in Economics from the University of California at Davis, and is a frequent lecturer whose insights into retirement plans have appeared in numerous national journals and publications. He also received the prestigious Eddy Award from Pension & Investments Magazine for his work on participant communications. Bud holds memberships in several chapters of the Western Pension & Benefits Conference. He has been with MJM401k since February, 2008.


Once Upon a Time: The Art of Storytelling

www.acso.org [cached]

Bud Green, AIF, CIMA, chief investment officer and principal consultant, MJM401k


Once Upon a Time: The Art of Storytelling

www.acso.org [cached]

Bud Green, AIF, CIMA, chief investment officer and principal consultant, MJM401k


Once Upon a Time: The Art of Storytelling

www.acso.org [cached]

Bud Green, AIF, CIMA, chief investment officer and principal consultant, MJM401k

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