Managing Director
RBC Wealth Management
Atlanta, GA
Curt's career began on a Merrill Lynch trading floor in New York sitting at the cross section of options, futures, commodity and currency trading. Curt has worked with advisors and their most successful clients to build strategies designed to their specific needs. However, his life changed when he joined UBS in Atlanta and started working more exclusively with business owners and family offices. His love for problem solving was a natural fit to help these clients navigate some of life’s more difficult financial decisions. Today, Curt is a Managing Director and partner for The ESOP Group at RBC Wealth Management.
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Managing ESOP Cash and Your Repurchase Obligation
Wednesday, April 16, 2025
10:00 AM – 11:00 AM MST