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Kurt Gustafson Location
Boston, MA, US
Kurt Gustafson Work
2025 -now Managing Director, Head of Enterprise RIA and RIA Aggregator and Regional Bank Sales @
2022 -2025 Senior Vice President, Strategic RIA and Bank Sales @
2022 -2022 Head of Private Placement, ETF Sales @
2016 -2022 Vice President, Head of RIA and Bank Trust and Multi-Family Office and OCIO Channel @
2014 -2022 Vice President -- RIA Consulting Group @
2008 -2014 Director of Business Development, RIA and Family Office and OCIO Channel -- East Coast @
2006 -2008 Director of Intermediary Sales @ Tortoise Credit Strategies (formerly Bradford & Marzec, LLC)
Kurt Gustafson Education
Master of Business Administration (MBA) (MBA)
Susquehanna University
Bachelor of Arts (English)
Kurt Gustafson Skills
Alternative Investments
Series 7
Series 63
Portfolio Management
Asset Managment
Investments
Investment Strategies
Equities
ETFs
Hedge Funds
Fixed Income
Wealth Management
Securities
Emerging Markets
Natural Resources
Gold
Investment Management
Investment Advisory
Asset Management
Sales Management
Sales
Asset Allocation
Microsoft Office
Marketing
Mutual Funds
Research
Kurt Gustafson Summary
Kurt Gustafson, based in Boston, MA, US, is currently a Managing Director, Head of Enterprise RIA and RIA Aggregator and Regional Bank Sales at Hartford Funds. Kurt Gustafson brings experience from previous roles at Harbor Capital Advisors, Inc., Grayscale Investments and Calamos Investments. Kurt Gustafson holds a Master of Business Administration (MBA) in MBA. With a robust skill set that includes Alternative Investments, Series 7, Series 63, Portfolio Management, Asset Managment and more. Kurt Gustafson has 2 emails and 2 mobile phone numbers on RocketReach.
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