Kurt is responsible for the supervision of the performance analysts at the Atlanta Consulting Group and their duties of measuring portfolio performance and producing investment reports. He holds Series 7 and 66 securities licenses and is an Accredited Investment Fiduciary. Kurt has completed the Essentials of Investment Consulting (EIC) certificate program.
Before joining the Atlanta Consulting Group in 2008, Kurt was a performance analyst in the wealth management services division of Morgan Keegan in Memphis. He earned a bachelor’s degree in finance from the University of Memphis.
Originally from Memphis, Kurt lives in Atlanta with his wife, Laura, and children, Bishop and Josie.