Randy D. Kurtz
Directeur Général chez Upper Left Wealth Management LLC
Profil
Mr. Randy D.
Kurtz is a Founder at Upper Left Wealth Management LLC.
He holds an M.B.A.
in finance from Columbia Business School and a B.S.B.A.
in finance from Washington University in St. Louis.
Postes actifs de Randy D. Kurtz
| Sociétés | Poste | Début |
|---|---|---|
Upper Left Wealth Management LLC
 Upper Left Wealth Management LLC Investment ManagersFinance Upper Left Wealth Management LLC (ULWM) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by Randy D. Kurtz in 2017. ULWM provides investment advice to individuals, trusts, business accounts, incorporated organizations, and individual retirement accounts (IRA, ROTH IRA, SEP IRA, etc.). | Directeur Général | 01/01/2017 |
Anciens postes connus de Randy D. Kurtz
| Sociétés | Poste | Fin |
|---|---|---|
BroadArch Capital LLC
 BroadArch Capital LLC Investment ManagersFinance Founded in 2010 by Robert Reitzes and Scott Merves, BroadArch Capital LLC is a hedge fund manager located in White Plains, New York with an additional office in New York City. | Analyst-Equity | 01/02/2014 |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Corporate Officer/Principal | 01/07/2005 |
| Beta Frontier LLC | Fondateur | - |
Formation de Randy D. Kurtz
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Washington University in St. Louis | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
BroadArch Capital LLC
BroadArch Capital LLC Investment ManagersFinance Founded in 2010 by Robert Reitzes and Scott Merves, BroadArch Capital LLC is a hedge fund manager located in White Plains, New York with an additional office in New York City. | Finance |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Finance |
| Beta Frontier LLC | |
Upper Left Wealth Management LLC
Upper Left Wealth Management LLC Investment ManagersFinance Upper Left Wealth Management LLC (ULWM) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by Randy D. Kurtz in 2017. ULWM provides investment advice to individuals, trusts, business accounts, incorporated organizations, and individual retirement accounts (IRA, ROTH IRA, SEP IRA, etc.). | Finance |
