Meet Our Team
There is no B team at Fortress. The key people in our organization have decades of experience with planning and management and levels of training and education which far exceed many of our larger competitors.
Bud Green, CIMA, AIF
FW Managing Principal
After graduating with a degree in Economics from the University of California at Davis Bud Green began his career in 1985 as a Securities Analyst. Bud holds Certified Investment Management Analyst (CIMA®) and Accredited Investment Fiduciary™ (AIF) designations and has over thirty years of experience in financial analysis, portfolio management, and retirement plan consulting.
Tim Nanson, CFP®
Tim Nanson graduated from Loyola Marymount in 1994 with a focus in Business and International Finance. Mr. Nanson began his career working on the Floor of the Pacific Stock Exchange. Shortly after, he started working with high net worth individuals providing goals based personal financial management. Mr. Nanson joined OneWest Bank in 2011 where he helped to develop the Bank’s Wealth Management division. As a Certified Financial Planner ™ with over 20 years of experience as an equity trader, analyst, and portfolio manager, Tim continues to use his expertise to deliver superb service to his discerning clientele.
Andy Lopez, CFP®, EA
Andy is the son of immigrants who came to the US as adults in pursuit of the American dream. Raised in Santa Monica with a degree in Finance from CSUN, Andy started off in health care but made a transition to financial services and worked for Wells Fargo Bank in Santa Monica for 11 years. During his tenure there Andy interacted with thousands of people from all walks of life and economic circumstances. Working in conjunction with the Bank’s financial advisors, Andy amassed extensive experience helping people through major life changes – some for the better and some very unfortunate. Those experiences opened his eyes to the importance of financial planning and lead him to obtain his Certified Financial Planner™ designation while employed there. Andy is also an Enrolled Agent and as such brings a wealth of tax planning expertise to his clients.
Andy loves to spend his time off with his wife, two young daughters, and extended Los Angeles, family.
Glenn Freed, PhD
Chief Investment Officer
Dr. Freed has over 30 combined years of work experience in wealth management, tax and accounting research and education, and tax advising. He brings to the firm a collaborative style to serve the wealth management needs of our clients. Dr. Freed focuses on the firm’s investment, wealth management, and portfolio management functions.
Prior to joining Fortress Retirement Wealth, Dr. Freed both founded and worked at investment management firms for 19 years. Dr. Freed was Chief Executive Officer and Chief Investment Officer of Vericimetry Advisors LLC, an investment management firm he founded in 2011. Dr. Freed was also Associate Dean of the Leventhal School at USC and a Vice President of Dimensional Fund Advisors LLP. At DFA Dr. Freed delivered customized quantitative investment solutions to both financial advisor and the institutional clients. He has numerous published papers and articles and has spoken at numerous financial advisory conferences and symposia. Dr. Freed received a BS in Accounting from the University of Florida and a PhD from the Graduate School of Business at the University of Southern California. He is a Certified Public Accountant licensed in the State of Florida and holds the AICPA Personal Financial Specialist designation.
Dina Metry, CFP®
Client Services Manager
Dina Metry has over 20 years of financial services experience. Starting at Bank of America at age 18 she went on to become a loan officer, bank manager, and Vice President by 2003. Dina was also a Vice President at OneWest Bank from 2005 to 2016. A graduate of CSUN, Dina joined Fortress in 2017 as Client Service Manager. She will complete her Certified Financial Planner™, a designation later in 2019.
Contact Us
Address:
9696 Culver Blvd., Suite 208, Culver City, CA 90232
Telephone:
(310) 899-0606
Email:
info@fortress-wealth.com
Send us a Message
FORTRESS WEALTH MANAGEMENT, INC. ©2020 | Culver City, California | 310.899.0606
Fortress Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those managed or recommended by Fortress Wealth Management, Inc.) will be profitable or equal to any historical performance level(s).