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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 ULWM specializes in low-cost, tax-efficient passive and index portfolio management. The firm focuses on a repeatable, data-driven process to create robust, globally diverse portfolios. Developed to reduce risk, their process aims to improve a client's odds of success and dampen the ups and downs of the market. They seek to create an individualized investment plan using the optimal mix of their three portfolios (Conservative Portfolio, Core Portfolio and Aggressive Portfolio). | Directeur Général | 01/01/2017 |
Anciens postes connus de Randy D. Kurtz
| Sociétés | Poste | Fin |
|---|---|---|
BroadArch Capital LLC
 BroadArch Capital LLC Investment ManagersFinance BroadArch Capital employs both long/short US equity and market neutral US equity investment strategies | Analyst-Equity | 01/02/2014 |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals | Corporate Officer/Principal | 01/07/2005 |
Beta Frontier LLC | Fondateur | - |
Formation de Randy D. Kurtz
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
26
Relations au 1er degré
6
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 6 |
|---|---|
Washington University in St. Louis
 Washington University in St. Louis Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management, Inc. is an asset management firm and broker/dealer located in New York City. The firm is a subsidiary of JPMorgan Asset Management, Inc. and their ultimate parent is JPMorgan Chase & Co., Inc. (NYSE: JPM). They manage equity and fixed-income separate accounts, mutual funds, hedge funds, private equity funds and venture capital funds. Their clients include corporations, municipal governments, multi-employer plans, endowments, foundations, family groups and high net-worth individuals | Finance |
The Trustees of Columbia University in The City of New York
 The Trustees of Columbia University in The City of New York Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
BroadArch Capital LLC
BroadArch Capital LLC Investment ManagersFinance BroadArch Capital employs both long/short US equity and market neutral US equity investment strategies | Finance |
Beta Frontier LLC | |
Upper Left Wealth Management LLC
Upper Left Wealth Management LLC Investment ManagersFinance ULWM specializes in low-cost, tax-efficient passive and index portfolio management. The firm focuses on a repeatable, data-driven process to create robust, globally diverse portfolios. Developed to reduce risk, their process aims to improve a client's odds of success and dampen the ups and downs of the market. They seek to create an individualized investment plan using the optimal mix of their three portfolios (Conservative Portfolio, Core Portfolio and Aggressive Portfolio). | Finance |
