![Kurt Mortenson](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profilo
Kurt Thomas Mortenson worked as a Managing Director & Senior Financial Advisor at Cypress Wealth Services LLC from 2018 to 2021.
Prior to that, he was a Principal at Citigroup Global Markets, Inc. (Investment Management) from 2003 to 2009.
From 2009 to 2018, he held the position of Principal at World Equity Group, Inc. Mr. Mortenson completed his undergraduate degree at Concordia College (New York).
Precedenti posizioni note di Kurt Mortenson
| Società | Posizione | Fine |
|---|---|---|
Cypress Wealth Services LLC
 Cypress Wealth Services LLC Investment ManagersFinance Provides investment advice | Gestore di Portafoglio-Azioni | 02/09/2021 |
World Equity Group, Inc.
 World Equity Group, Inc. Investment ManagersFinance WEG seeks to determine the proper risk and return criteria for the client’s individual financial goals and consistently revisit, reassess, and recalibrate their risk profile and strategy changing life circumstances. | Corporate Officer/Principal | 15/05/2018 |
Citigroup Global Markets, Inc. (Investment Management)
 Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance CGMI generally relies on fundamental analysis with supplemental technical analysis, which may include charting or cyclical review in providing their services. Personnel involved in providing investment advisory services have access to the firm’s research facilities as well as CGMI’s and their affiliates’ economists and specialists in all major industry groups. | Corporate Officer/Principal | 01/12/2009 |
Formazione di Kurt Mortenson
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
15
Relazioni di 1° grado
4
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
World Equity Group, Inc.
World Equity Group, Inc. Investment ManagersFinance WEG seeks to determine the proper risk and return criteria for the client’s individual financial goals and consistently revisit, reassess, and recalibrate their risk profile and strategy changing life circumstances. | Finance |
Concordia College (New York)
 Concordia College (New York) Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance CGMI generally relies on fundamental analysis with supplemental technical analysis, which may include charting or cyclical review in providing their services. Personnel involved in providing investment advisory services have access to the firm’s research facilities as well as CGMI’s and their affiliates’ economists and specialists in all major industry groups. | Finance |
Cypress Wealth Services LLC
Cypress Wealth Services LLC Investment ManagersFinance Provides investment advice | Finance |
