Posts in Category: Financial Advisor

Peter Briger; the Unshakable Principal and Team Player at Fortress Investment Group

Peter Briger is a Co-Chairman of the Fortress board of Directors and a principal. He is a graduate of the University of Pensylvania. He has had a long professional career and is a respected member of his community. He has worked in the asset management sector for over two decades. Fortress is a global leader in alternative asset management and investment solutions. It also has a strong team of experts in the area of risk management. Fortress serves both private and public clients. It has over 1700 clients whose assets it manages. The company’s assets are estimated to be in the range of $65 billion. Fortress is an equal opportunity employer with a strong focus on skills. Pete Briger was elected to become the Chairman of the Board of Directors at Fortress in 2009.

Peter Briger is the Force behind the Scenes at Fortress

After he was appointed to become the Chairman of the Board of Directors, he has, ably, overseeing the activities of the organization in the areas of real estate and credit fund businesses. He graduated from Princeton University and proceeded to the University of Pennsylvania where he graduated with a Master of Business Administration. He has worked for several high profile companies including Goldman Sachs where he was in charge of oversight of several business activities. He currently serves on the Global Control and Compliance Committee. He also served as a co-head for the Fixed Income Principal Investments Group, among other senior roles. He is noted to have played a major arbitration role in managing the Asian Distressed Debt, and the Special Opportunities Fund by Goldman Sachs.

 Peter Briger as Philanthropist

Peter Briger is conscious of the communities he operates in. He is a regular contributor to a range of philanthropic causes. He also serves on the Silicon Valley Leadership Council for the Global Fund for Children. He serves on the Council on Foreign Relations which works to promote a broader understanding of foreign policy matters between elected officials and the common people.

About Fortress

Fortress Investment Group began way back in 1998. It was begun as a private equity firm but has enlarged and increased its services. Fortress Investment Group provides financial advisory services to organizations across the globe. It has a team of experts that also help start-ups to put their houses in proper business order. Fortress has a reputation for revamping businesses that traditional asset managers and investment experts had written off as failures. Owing to its reliable risk management strategies, the company has won the trust of many public and private clients across the globe. Fortress has over 953 experts; about 200 of who specializes in asset management, and are spread out across the various outlets. Fortress provides custom-made financial and investment advice. It has posted impressive financial results for several years running. In one of the major deals, recently, Fortress was acquired by SoftBank but was allowed to continue operating independently; with its leadership and business models. Peter Briger, Randy Nardone, and Wes Edens will continue to steer the company’s business. It is only the annual financial report that will be incorporated into the one of SoftBank Group of Japan.

Michael Burwell Brings His Wealth Of Experience To Willis Towers Watson As New CFO

Willis Towers Watson, a leading, global advisory, insurance and reinsurance firm, has recently announced that Michael Burwell is taking over as its new Chief Financial Officer as of October 2, 2017. Michael is replacing outgoing CFO Roger Millay. Michael has 31 years of extensive experience in the industry of finance and professional services. Michael has held numerous impressive leadership roles in the past including serving as Head of Global Transformation, Chief Operating Officer and Chief Financial Officer in the U.S. as well as Head of Transaction Services in the U.S. He has an extensive amount of experience in the areas of auditing and transaction services.


Willis Towers Watson‘s CEO John Haley is thrilled with Michael’s ascension to the position of CFO. He believes that it is a critical point in the history of the company and it is exciting to have someone with Michael’s abilities come on board with the leadership team. Haley comments that “Mike understands managing, leading and driving results in a complex, global company with a strong focus on clients.” Haley also duly recognizes the huge contributions that outgoing CFO Roger Millay has made to the firm. He truly believes that Roger has left the company stronger than when he found it. For his part, Michael Burwell is thrilled with the opportunity to take on this role. He has consistently reiterated that he has been impressed with every aspect of Willis Towers Watson, including the company’s inclusive culture. He is looking forward to making valuable contributions to the company’s future success.


Michael Burwell spent 31 years working for Pricewaterhouse Coopers LLP. Eleven of those years were spent working in the assurance practice of the firm taking care of numerous audit clients. Michael moved the PwC’s transaction services practice in Detroit in 1997 when he was admitted into the practice. Michael enjoyed massive success in his Detroit appointment and was then tasked with taking over the leadership role of PwC’s central region. He eventually ascended to the position of US Transaction Services leader. In 2007, Michael Burwell again took a big step forward in his career when he became Chief Financial Officer and in 2008 became Chief Operating Officer of PwC’s businesses in the United States. Michael also served in the role of senior relationship partner on several key accounts during his PwC tenure.


Michael Burwell is a CPA. He holds a bachelor’s degree in business administration from Michigan State University. Visit This Page for more information.

Equities First Holdings News: Partnering and Financial Assistance

With the world that we are living in now, we can all easily say that we are not happy with the news that has been being talked about. However, we can say that we are happy with all of the kitty memes, puppy memes, and especially those funny Trump memes. Right now it may be hard to find the good news though, simply because there is so much bad news that can be talked about right now. If you are tired of that, continue reading this article that only has good news on the Equities First Holdings company. The EFH company has made themselves known as being great with partnerships, partnerships that last through the decades. They are now partnering up with ETC company and will be funding the ETC company with big projects. Are you now happy that you were able to read this great piece of news without having to hear anything bad?

David Giertz, The President for Nationwide Financial Distribution and Sales

Update 8/1/2017:
Retirement can be fun, that’s what David Giertz is saying in his GCReport article about retirement planning. Not everything has to be doom and gloom, and retirement can be the opportunity to pursue the interests you’ve always wanted to pursue, as long as you plan ahead.

Update 6/12/2017:
Read David Giertz’s latest piece about investing for retirement on The Bro Talk. Worth going through to get a better idea of how you could make simple changes in your life to plan for retirement. Doesn’t have to be a slog, you just have to get a little more disciplined.

David Giertz, commonly known as Dave, became the president of Nationwide Financial Distributors in March 2013. David Giertz has worked as a financial advisor for more than thirty years with the help of innovative processes and strategies.

David Giertz Career Background

Before his advancement to Nationwide, Mr. Giertz began his career at Citicorp Investment as a Financial Services Advisor. He progressed to an Area Director at Citicorp and later got a promotion to Executive Vice President of Sales. According to, from 1989 to 1993, David worked at Financial Horizons Security Corporation. Before becoming President of Nationwide Financial Distributors, David served as a Senior Vice President in the company.

Mr. David Giertz is a registered broker registered with FINRA and has accreditation from the Principal/Supervisory Exam, General Industry & Products Exam and the State Securities Law Exam. David is a Certified Business Coach with the World Association of Business Coaches where he has achieved a world-class score for Gallup associate engagement. David Giertz holds an MBA from the University of Miami, and a BS from Millikin University.

David Giertz Accomplishments

In 1999, Mr. David Giertz joined Nationwide as the Regional Vice President where he was responsible for the forty-eight percent increase in revenue in the in the Southeast Territory. In 2004, David led the channel at Financial Institutions Bank and by 2009 his channel expanded and included the Wirehouse distribution channel. During his tenure at Financial Institutions Bank on, there was a growth in revenue from 1.5 billion dollars to 8 billion dollars.

David’s most recent accomplishment is growing Nationwide Financial Distributors’ revenue from 11 billion dollars to 17.8 billion dollars. David has delivered operating results that are robust and exceed the target of the Profit and Loss accounts. Giertz has successfully led the wholesale distribution and strategy of various sectors such as Regional Firms, Independent Broker/Dealers, Specialty Markets, Private-Sector Retirement Plans, Annuities, Life Insurance, IMOs, and Wirehouses.

Giertz came from a modest upbringing and had to educate himself through college. He is a hard worker who is people-focused and believes that all employees should be treated with respect regardless of their roles.

Read more: These big mistakes will result in smaller Social Security checks