Industry: 1986
KAR: 1999
Curt M. Biren, CPWA®
Senior Wealth Advisor
Start Date
Education
- MBA, The Wharton School at the University of Pennsylvania
- M.A., Public Policy, George Washington University
- B.A., Philosophy, University of California, San Diego
Prior Work Experience
Financial Adviser – Sanford C. Bernstein & Company
Certifications and Credentials
Certified Private Wealth Advisor®
Recognition:
- Member of the Investment Management Consultants Association
- 2013-2024 Five Star Wealth Manager by Five Star Professionals
#3 Independent Advisor in 2024
(#1 in 2017-2020, 2022)
(#1 in 2017-2020, 2022)
Ranked #7 on
Forbes Top RIA List
(2024)
Forbes Top RIA List
(2024)
Five Star
Wealth Manager
(2022-2024)
Wealth Manager
(2022-2024)
What Do You Enjoy Most About Your Job?
My primary concern is earning the trust of my clients. Our clients look to us to help them with their investments, their wealth and their financial well-being now and over time. Obviously, trust doesn’t happen overnight, but with the kind of assistance and advice that we give them and the high level of investment management we provide, we earn their trust over time and that’s what I find most gratifying.
What Do You Enjoy Most About Working at KARWA?
My favorite part about Kayne Anderson Rudnick is the culture. When John Anderson co-founded the firm he set the tone. John had enormous success in business, but he came from very humble origins in the Mid-West. He provided an ethic to our culture and our organization that was fantastic. John used to say, “Doing the right thing is the right thing to do” and that has permeated our organization since.
How Does KARWA Approach Wealth Management Differently?
In this day and age, there’s a lot of concern and confusion about what’s going on in the investment world. Obviously, the economy and the markets go through ups and downs and with all the distraction and noise out there, it’s pretty easy to lose one’s way.
We take a lot of pride in striving to help our clients stay on track through the sophistication of our investment solutions and in keeping our clients really focused on what’s most important.
What Do You Hope to Achieve for Your Clients?
When assisting my clients with their wealth, I don’t focus solely on their investment portfolio. I also try to assist them with their entire financial well-being. To that end, one of the most important aspects of wealth management is listening to our clients. Each client is different. It’s crucial that we understand a client’s situation, goals and objectives. We take our fiduciary responsibility very seriously and we want to make sure that we understand what our clients’ needs are and what they hope to accomplish over time.
What Are You Involved in Outside of Work?
I enjoy spending time with my family. My wife, Carolyn, and I have two daughters, Chloe and Lana. We are involved in several charitable organizations. I am also an avid golfer, having spent my junior year in college at the University of St. Andrews in Scotland. I enjoy reading good books about history, politics and religion.
News
If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.
Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2024” was given in September 2024 and covers the year 2024. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.
Forbes “Top RIA Firms”: The Forbes Top RIA Firms 2024 ranking was issued in October 2024 and covers the year 2024. KAR has not paid a fee to participate in the rankings but has paid fees for a license to reprint and distribute the results of the rankings.
Five Star Wealth Manager 2024: The Five Star Wealth Manager Award was given in May 2024 and covers the year 2024. KAR has not paid fees to the award sponsor to obtain or participate in the award. The firm has paid a fee to license use of the Five Star Wealth Manager Award logo.
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