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.
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 301, 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).