Randy D. Kurtz
Amministratore Delegato presso Upper Left Wealth Management LLC
Posizioni attive di Randy D. Kurtz
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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.). | Amministratore Delegato | 01/01/2017 | - |
| Direttore degli Investimenti | 01/01/2017 | - | |
| Responsabile della Conformità | 01/01/2017 | - | |
| Fondatore | 01/01/2017 | - |
Storia della carriera di Randy D. Kurtz
Precedenti posizioni note di Randy D. Kurtz
| Società | Posizione | Inizio | Fine |
|---|---|---|---|
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 | Direttore degli Investimenti | 01/01/2005 | - |
| Fondatore | 01/01/2005 | - |
Formazione di Randy D. Kurtz
| Washington University in St. Louis | Undergraduate Degree |
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
Statistiche
Distribuzione geografica
| Stati Uniti | 7 |
Posizioni
| Chief Investment Officer | 2 |
| Founder | 2 |
| Analyst-Equity | 1 |
Settori
| Finance | 4 |
| Consumer Services | 3 |
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
| Aziende private | 4 |
|---|---|
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 |
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 |
| 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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