Archive for the “The CitrinGroup, LLC” Category

  • BIRMINGHAM, Mich., July 26, 2010—CitrinGroup, an investment advisory firm specializing in portfolio management, announced today that it is moving from its Southfield location to a new office space in Birmingham, Mich., located at 280 N Old Woodward, Suite 206, Birmingham, MI  48009. Jonathan Citrin, Founder, Chief Executive Officer and Chief Compliance Officer of CitrinGroup, made the announcement.

    The 1,600-square-foot office space will feature state-of-the-art technology, a large conference room to accommodate client meetings and individual office spaces for the firm’s employees.

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  • SOUTHFIELD, Mich., June 30, 2009 — Southfield, Mich.-based CitrinGroup, an investment planning firm specializing in portfolio management, and Southfield-based Maddin, Hauser, Wartell, Roth & Heller, P.C. will hold a complimentary seminar entitled “Foundation Management: How to Make the Most of Investments and Engage Members in Today’s Economy.” The seminar will take place at The Community House in Birmingham, Mich. on Tuesday, July 14 at 7:30 a.m.

    Jonathan Citrin, CEO of CitrinGroup, and Ron Sollish, attorney at Maddin Hauser, will host the seminar. The presentation will focus on advising foundation decision-makers on the best money management and operational practices amidst a tough economy.

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