Principal Chief Executive Officer Executive Committee Board of Directors
Anthony oversees the overall growth and development of the firm and provides financial planning, estate and individual income tax planning, investment analysis and corporate benefit analysis to executives and other high net worth individuals.
Principal Investment Committee
Bill counsels senior corporate executives, professionals and other high net worth individuals on tax, financial, and investment strategies.
Principal President Executive Committee Board of Directors
Doug has extensive experience providing investment consultation and personal financial planning to senior corporate executives, business owners, and retirees.
Erik has extensive knowledge in income tax planning, retirement planning, social security benefit strategies, and working with corporate executives.
Jaclyn has extensive knowledge in tax planning and social security benefit strategies.
Bill provides comprehensive financial planning to corporate executives, high net worth families, and business owners, with an emphasis on tax and investment planning strategies.
Principal Chief Operating Officer Executive Committee Board of Directors
As Chief Operating Officer, Yonhee is responsible for employee and career development, and oversees the day-to-day and long-term operations of the firm. She joined JMG in 1986.
Matt has extensive experience in estate tax minimization, income tax and retirement planning, and in developing investment strategies for high net worth individuals.
Justin provides customized, comprehensive financial planning and investment strategies to corporate executives, business owners and other high net worth individuals.
Principal Senior Vice President Investment Committee
Dennis is a personal financial advisor and confidant to high net worth families and executive officers of public and private businesses.
Principal Chief Financial Officer
As Chief Financial Officer, Steve is responsible for all corporate accounting functions and maintaining JMG’s relationships with outside banking, brokerage, and custodial firms.
Principal Director, Research Team Investment Committee
Joe provides comprehensive, customized financial planning services to corporate executives, business owners, and other high net worth individuals and their families.
Principal Chief Compliance Officer Investment Committee
David has been a financial planning specialist since 1989, and counsels senior corporate executives, professionals, owners of closely-held businesses and other high net worth individuals.
Principal Director of Financial Advisory Services
Jason works with high net worth individuals, small business owners, and corporate executives to help them meet their financial and retirement goals.
Senior Research Analyst Investment Committee
Rich supports clients and advisors in asset allocation, investment analysis, due diligence, and in the monitoring of funds, investment sub-advisors, and alternative investments.
Principal Investment Committee
With over thirty years of experience, Morgan has extensive knowledge in retirement, education, estate distribution and taxation, income taxation and investment advisory.
Michelle provides comprehensive financial planning services to high net worth individuals, corporate executives and newly divorced individuals.
Chairman, Board of Directors
Marita currently serves as Chairman of the JMG Board of Directors. She was named as one of The 50 Distinguished Women in Wealth Management in 2008 and 2009 editions of Wealth Management Magazine.
Brian has extensive knowledge in tax planning, retirement planning, and working with small businesses.
Principal Chief Investment Officer Executive Committee Investment Committee Board of Directors
Bill has been active in financial planning since 1991, counseling corporate executives, professionals, entrepreneurs and other high net worth individuals.
Principal Director of Tax
Melissa has been a wealth advisor, working with high net worth individuals and families, and with senior corporate executives, since 1994.