William, J. Krivicich, CFA - Chief Investment Officer

In a career spanning over 20 years, Mr. Krivicich has become one of the most respected and recognized portfolio managers and Chief Investment Officers among his peers. Mr. Krivicich is the Chief Investment Officer of Gary Goldberg Financial Services, where he heads the firm’s Strategic Investment Committee and serves on the firm’s Executive Committee.  Under his 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, Mr. Krivicich leads 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, he is responsible for overseeing the firms security selection process and its related due diligence process. Separately, Mr. Krivicich is a 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, he is a founding member of Legacy Benefit Assurance Agency, LLC, a highly specialized insurance agency.

Separately, Mr. Krivicich serves as Vice President, Investment Consultant for Gary Goldberg Financial Services. This added responsibility allows Mr. Krivicich to have direct interaction with the firm’s clients, which in turn promotes better understanding of their needs.

Mr. Krivicich earned his Bachelor’s of Science Degree in Finance from the State University of New York at New Paltz. In addition, he has earned the right to use the Chartered Financial Analyst designation, one of the most distinguished and highly regarded accreditations in the financial services industry. Mr. Krivicich is also a frequent contributor to Forbes.com


 

 

 

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