Curt M. Biren, CPWA®

Senior Wealth Advisor

Start Date
Industry: 1986
KAR: 1999
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
  • 2013-2023 Five Star Wealth Manager by Five Star Professionals
Ranked #8 on
Forbes Top RIA List
(2023)
#5 Independent Advisor in 2023
(#1 in 2017-2020, 2022)
Five Star
Wealth Manager
(2022-2023)

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 over 30 years ago, 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 for one to lose one’s way.

We take a lot of pride in helping our clients stay on track, in 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.

Forbes “Top RIA Firms”The Forbes Top RIA Firms 2023 ranking was issued in October 2023 and covers the year 2023. 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.

 

Barron’s “Top 100 Independent Advisors”: The Barron’s “Top 100 Independent Advisors 2023” was given in September 2023 and covers the year 2023. 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 2023: The Five Star Wealth Manager Award was given in May 2023 and covers the year 2023. 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.

 

This information is being provided by KAR for illustrative purposes only. Information contained on this site is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein.  The information provided here should not be considered to be insurance, legal, or tax advice and all investors should consult their insurance, legal, and tax professionals about the specifics of their own insurance, estate, and tax situations to determine any proper course of action for them. KAR does not provide insurance, legal, or tax advice, and information presented here may not be true or applicable for all investor situations. Additional information about KAR’s services and fees may be found in KAR’s Part 2A of Form ADV, which is available upon request or can be found at https://kayne.com/wp-content/uploads/ADV-Part-2A.pdf.

Contact Curt M. Biren, CPWA®

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