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Mike Greim, CIMA®

Principal

Chief Investment Officer & Chief Compliance Officer


Mike Greim serves as the firm’s Chief Investment Officer and Chief Compliance Officer. He is responsible for overseeing investment research and portfolio management functions as well as maintaining firm-wide practices in line with regulatory and industry compliance standards.

Mike also co-owns and works as a Chief Investment Officer and Chief Compliance Officer for CGN Advisors, a fee-only investment management and financial planning firm based out of Manhattan, KS. Prior to co-founding CGN Advisors, Mike was the Chief Investment Officer for The Trust Company in Manhattan Kansas from 2010 to 2016, and served the same role for Landmark Bank in Columbia Missouri from 2001 to 2010. Mike began his career in Kansas City with American Century in 1996 before becoming Portfolio Manager for Country Club Trust Company.

Mike, a Certified Investment Management Analyst® professional, is a graduate of the University of Central Missouri with a Bachelor of Science in Economics and a Minor in Finance. He is a member of the Investments & Wealth Institute™, the CFA Institute, the CFA Society of Kansas City, and serves on the Economics and Finance Advisory Board for the University of Central Missouri.

A native of Excelsior Springs, Missouri, Mike has a passion for community involvement that he attributes to his father and grandfather and has served on the Manhattan Arts Center and KSU Research Foundation boards. Mike and his wife Tina have three children, Zack, Logan and Bentley, and he enjoys playing solo acoustic guitar shows around the Manhattan area.

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