Partner - Provo Office
As CEO and Chief Investment Officer, Kurt has led TownSquare to be among the fastest growing OCIO / TAMP programs in the industry. Launched in 2017, TownSquare oversees $5.0 billion of institutional and high-net-worth AUM. Kurt heads the TownSquare investment committee in the design and construction of client portfolios including asset class selection and the vetting of outside money managers. With nearly 30 years of both buy and sell-side capital markets experience, Kurt has managed portfolios for Fortune 500 companies, hedge funds, university endowments, Taft Hartley plans, bank trust portfolios, and individual retirement accounts.
Prior to forming TownSquare, Kurt was a principal at Alta Capital, a high-quality growth equity manager based in the mountain states, and Bank of America / Montgomery Securities, where he advised institutional clients on trading and risk management issues including the divestiture and hedging of concentrated equity positions and the creation of structured product. In addition to his investment work, Kurt is frequently called upon to speak at investment conferences, universities, and CPA and Estate Planning conferences. Topics include capital markets inefficiencies and conflicts of interest associated with investment products and brokerage firms. Kurt studied Finance and Economics at Brigham Young University where he currently serves as an adjunct professor and board member of The Ballard Center for Economic Self Reliance.