Fortigent
Fortigent, LLC began in 1994 when Jamie McIntyre and Steve Lockshin collaborated to create CMS Financial Services, a wealth management, consulting and performance reporting firm based in Rockville, Maryland. CMS Financial Solutions focused on implementing absolute return and hedge fund strategies as a means of diversifying portfolios, and quickly became one of the largest independent consultants in equity risk management. Continuing with this unique approach to wealth management, performance reporting and consulting, CMS continued to grow and evolve, and by 1999 assets under management exceeded $1 billion.CMS Financial Services’ portfolio accounting and performance reporting quickly became an industry leader, and in 1995 CMS created a partnership with Arthur Andersen to provide these servi
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Fortigent
Fortigent, LLC began in 1994 when Jamie McIntyre and Steve Lockshin collaborated to create CMS Financial Services, a wealth management, consulting and performance reporting firm based in Rockville, Maryland. CMS Financial Solutions focused on implementing absolute return and hedge fund strategies as a means of diversifying portfolios, and quickly became one of the largest independent consultants in equity risk management. Continuing with this unique approach to wealth management, performance reporting and consulting, CMS continued to grow and evolve, and by 1999 assets under management exceeded $1 billion.CMS Financial Services’ portfolio accounting and performance reporting quickly became an industry leader, and in 1995 CMS created a partnership with Arthur Andersen to provide these servi
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Fortigent, LLC began in 1994 w ...... er a $9 Million restructuring.
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Jamie McIntyre
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Steve Lockshin
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Fortigent
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LPL Financial Holdings
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Fortigent, LLC began in 1994 w ...... ndersen to provide these servi
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Fortigent
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Fortigent
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