Bill Krivicich, CFA

Professional Experience

Chief Investment Officer, Gary Goldberg Financial Services

Manager Partner, GMG Defensive Beta Fund

Manager Partner, Montebello Partners LLC

Co-Founder, Legacy Benefit Assurance Agency, LLC

I am the Chief Investment Officer of Gary Goldberg Financial Services, where I head the firm’s Strategic Investment Committee and serve on the firm’s Executive Committee. Under my guidance, GGFS has been recognized as one of the premier boutique money management firms in the nation. As Chief Investment Officer and head of the firms Strategic Investment Committee, I lead the firm’s portfolio management team and research team in developing portfolios based on the Strategic Investment Committee’s overall macro-economic views. Moreover, as CIO, I am responsible for overseeing the firms security selection process and its related due diligence process. Separately, I am Managing Partner and the Chief Investment Officer at Montebello Partners, LLC, an institutional asset management firm focused on managing institutional and mutual fund portfolios. Additionally,I am founding member of Legacy Benefit Assurance Agency, LLC, a highly specialized insurance agency.