about
CFA Level 2 candidate.
As a former Division 1 athlete at the University of Northern Colorado, Kurt learned valuable lessons in leadership, perseverance, and accountability through the rigorous demands of football. These qualities have become the foundation of his professional journey.
As a member of the investment team, his is managing portfolios, orchestrate trading tasks, providing daily market updates, executing fixed income analysis, analyzing client portfolios to ensuring optimal efficiency/performance and providing new insight in the capital markets.
His background in athletics has instilled in him a relentless work ethic and a commitment to excellence, qualities that he brings to every aspect of his work.
He is passionate about the world of finance and dedicated to continuously expanding his knowledge and skills to deliver exceptional results for our clients. He is driven by a desire to create value and foster long-term relationships built on trust and integrity.
Outside of the office, you can find Kurt staying active in the community, mentoring aspiring athletes, and seeking new adventures in the great outdoors.
Let's connect and explore opportunities to collaborate and achieve our shared goals.