Southfield, Michigan (PRWEB) April 19, 2013
Southfield-based wealth management and consulting firm announced today Howard L. Margolis, Certified Trust and Financial Advisor (CTFA) as its new managing director, wealth management. With 25 years of experience in financial services and banking, Margolis has an impressive reputation as a trusted advisor and leader known for his objective planning, unbiased investing and exceptional client service.
Stimulated by steady growth and expanded service lines, the privately-held firm has aggressive plans for its wealth management division. Margolis will lead efforts to advance its market presence by capitalizing on CIG’s 15-year record of helping clients’ meet their personal and business wealth accumulation goals.
“With Howard’s expertise and leadership, we will advance our brand presence and significantly enhance our ability to serve a growing base of business owners, health care professionals and clientele,” said Osman R. Minkara, CIG Corp. managing principal. “We are very pleased to add him to our management team.”
Prior to CIG Corp., Margolis served as the managing director and the director of wealth management for The Private Bank, Michigan. There he was responsible for the daily operations, business development and marketing of the Bank’s wealth management, fiduciary, and risk management service lines. Additionally, he headed up its national financial advisory services team.
Throughout his career, Margolis has established a presence as a notable consultant and speaker for retirement, charitable, tax, and estate planning issues. He first began addressing Fortune 500 and U.S. government audiences as a vice president and regional trust specialist for Salomon Smith Barney, a position in which he assisted more than a 1,000 financial consultants with their clients’ tax and estate planning needs.
Margolis holds a B.A. in finance from Michigan State University and the Regent’s College of London. He completed graduate work at Mount St. Mary’s College and Walsh College. His professional and community pursuits abound, including: formerly serving on the board of directors for Bank One Trust Company, as a member of the Southeast Michigan Financial and Estate Planning Council and as member of the planned giving committee for the Crittenton Hospital Medical Center Foundation.
CIG Corp.® is an accomplished wealth management and advisory services firm located in Southfield, Michigan. The firm was founded by its Managing Principal Osman R. Minkara in 1997 as Capital Investment Group and transitioned officially to CIG Corp.® in 2007. Today the firm offers three areas of services: wealth management, business advisory services and alternative investments for aspiring and well-established individuals of varying industries and life stages.
CIG Corp. comprises the following wholly-owned subsidiaries: CIG Asset Management, Inc. is a SEC Registered Investment Advisor that provides asset management and structured asset transactions. CIG Securities is a broker dealer member of FINRA/SIPC capable of providing a wide range of securities transactions; and CIG Risk Management is an insurance agency that provides life and disability insurance products.