2012 -2015 Director, North America Investment Lab @
2010 -2012 Investment Counselor @
2005 -2010 Director @
1998 -2005 Investment Consultant @
1994 -1998 Program Director @ Massachusetts Educational Finance Authority
Kurt Muller Education
Wharton School, University of Pennsylvania
bachelor of science (accounting & decision science)
dover-sherborn high school
Kurt Muller Skills
Alternative Investments
Financial Advisory
Series 63
Advisory Services
Investment Policy
Fixed Income
Retirement Planning
Portfolio Management
Investments
Advisory
Asset Allocation
Investment Advisory
Financial Services
Asset Managment
Equities
Wealth Management
Mutual Funds
High Net Worth Individuals
Investment Strategies
Asset Management
Series 24
Services
Series 7
Securities
Hedge Funds
Investment Management
Kurt Muller Summary
Kurt Muller, based in New York, NY, US, is currently a Senior Portfolio Specialist at Stifel Financial Corp.. Kurt Muller brings experience from previous roles at NobleBridge Wealth Management Services, Citi Private Bank and Merrill Lynch. Kurt Muller holds a bachelor of science in accounting & decision science @ Wharton School, University of Pennsylvania. With a robust skill set that includes Alternative Investments, Financial Advisory, Series 63, Advisory Services, Investment Policy and more. Kurt Muller has 3 emails and 1 mobile phone numbers on RocketReach.
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