Meet Curtis
Curt has considerable experience in security selection and portfolio construction, which helps him to match client retirement needs with risk adjusted investment returns. His career spans more than 35 years of investment management experience.
A graduate of Cornell University with a degree in economics and business management, he also earned an MBA in finance from the University of Pittsburgh. His certifications include Chartered Financial Analyst (CFA®) and Fellow, Life Insurance Management Institute (FLMI). He previously worked as an analyst and portfolio manager in several finance organizations including National City Bank, Northern Capital Management, Federated Investors, and FAI Wealth Management.
In his spare time, Curt enjoys traveling and playing disc golf. He also enjoys outdoor activities with his adult children such as concerts and sporting events.
