Industry Start Date: 1986
KAR Start Date: 1999
Education:
M.B.A., The Wharton School at the University of Pennsylvania
M.A., Public Policy, George Washington University
B.A., Philosophy, University of California, San Diego
Credentials: Certified Private Wealth Advisor®
Recognition:
Curt is a member of the Investment Management Consultants Association. He was named a Five Star Wealth Manager by Los Angeles magazine for the last ten years, a designation awarded to wealth managers who scored highest in overall satisfaction. This resulting list represents less than 2 percent of the wealth managers in the Los Angeles area.
Prior to Joining KAR:
Curt worked as a Financial Adviser at Sanford C. Bernstein & Company.
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.
When Not in the Office:
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.