Kurt Brown Location
- Dublin, OH, US
Kurt Brown Work
- 2016 - now Chief Investment Officer @
- 2008 - 2016 Investment Analyst @
Kurt Brown Education
- The Ohio State University
BSBA (Finance, Risk Management & Insurance)
Kurt Brown Skills
- Investments
- Portfolio Management
- Strategic Financial Planning
- Asset Allocation
- Alternative Investments
- Investment Strategies
- Equity Research
- Equities
- Fixed Income
- Asset Management
- Mutual Funds
- Financial Planning
- Finance
- Investment Management
- Leadership
- Program Management
- Management
Kurt Brown Summary
- Kurt Brown, based in Dublin, OH, US, is currently a Chief Investment Officer at PDS Planning, Inc.. Kurt Brown brings experience from previous roles at PDS Planning, Inc.. Kurt Brown holds a BSBA in Finance, Risk Management & Insurance @ The Ohio State University. With a robust skill set that includes Investments, Portfolio Management, Strategic Financial Planning, Asset Allocation, Alternative Investments and more. Kurt Brown has 2 emails and 1 mobile phone numbers on RocketReach.
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Top PDS Planning, Inc. Employees
Jimmy Rogers
Shareholder
Columbus, OH, US
Kurt Brown
Chief Investment Officer
Dublin, OH, US
Jamie Menges
Shareholder, CERTIFIED FINANCIAL PLANNER™, CPA
Columbus, OH, US
Laurie Licata
Certified Financial Planner
Columbus, OH, US
Rita Itsell
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Bob Hamilton
Financial Planner
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Jim Hamilton
Financial Planner
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Kevin Doll
Wealth Manager
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Janelle Jackson
Receptionist and Office Administrator
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Drew Potosky
Portfolio Manager
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Luke Babner
Client Relationship Manager
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Alyssa Troyer
Director of Operations
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Joshua Underhill
Associate Paraplanner
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Jillian Wendling
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