Senior Portfolio Analyst
Curt is a Senior Portfolio Analyst at Ocean Heights Advisors He supports the team’s Investment Management, Client Service and Operational efforts.
Prior to joining Ocean Heights Advisors, Curt worked at Bank of New York Mellon as a Senior Portfolio Analyst helping to service ultra-high-net-worth individuals and families. While an undergraduate at Chapman University, Curt interned at Palo Capital, working with current members of the Ocean Heights Advisors team.
When not in the classroom, Curt was on the football field as a member of the Chapman University Football Team where he was Team Captain and earned consecutive Defensive MVP awards for his Junior and Senior seasons.
Curt graduated from Chapman University with a B.S. in Business Administration with an emphasis in Finance and a minor in Data Analytics. He also earned a Certificate in Applied Statistical Analysis. While attending Chapman University, he was a member of the Janes Residency Program and competed in regional and international investment competitions held through the CFA Institute
Some interesting facts about Curt
- Curt stays active working out and playing competitive flag football.
- He loves taking his Boston terrier Nellie on adventures. Nellie arrived on St. Patrick’s day – her name in Irish means “champion.”
- Curt’s love for football developed at an early age when his team won the Pop Warner National Championship.
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