Randy D. Kurtz
Vorstandsvorsitzender bei Upper Left Wealth Management LLC
Aktive Positionen von Randy D. Kurtz
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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.). | Vorstandsvorsitzender | 01.01.2017 | - |
Chief Investment Officer | 01.01.2017 | - | |
Compliance Officer | 01.01.2017 | - | |
Gründer | 01.01.2017 | - |
Karriereverlauf von Randy D. Kurtz
Ehemalige bekannte Positionen von Randy D. Kurtz
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
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 | 01.02.2012 | 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 | 01.07.2005 |
Beta Frontier LLC | Chief Investment Officer | 01.01.2005 | - |
Gründer | 01.01.2005 | - |
Ausbildung von Randy D. Kurtz
The Trustees of Columbia University in The City of New York | Masters Business Admin |
Washington University in St. Louis | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 7 |
Operativ
Chief Investment Officer | 2 |
Founder | 2 |
Analyst-Equity | 1 |
Sektoral
Finance | 4 |
Consumer Services | 3 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 4 |
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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 |
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