About Margolis Advisory Group

December 6th, 2009

Filed under: General

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2 Comments Add your own

  • 1. Jeff Smith  |  December 9th, 2009 at 5:23 PM

    Jeff: Nice video. I remember well our conversation about TIAA-CREF when I was looking at them. You were very helpful. I ended up joining Performance Trust (on Nov. 30) which is a Chicago based distressed mortgage manager. AUM is approx. $200mm and I’m here to help them grow. Should be fun. I hope we can stay in touch and wish you all the best.
    Thanks.
    Jeff

    Jeffrey W. Smith, CFA
    Managing Director, Business Development
    Performance Trust Investment Advisors, LLC
    500 W. Madison, Suite 350
    Chicago, IL 60661
    DIrect: 312-521-1453
    Cell: 847-804-4551
    jsmith@performancetrust.com
    http://www.performancetrust.com

  • 2. David Pastrich  |  December 10th, 2009 at 12:29 PM

    Your marketing exertise on clear display with this very well done video,.

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