Executive Director, Senior Wealth Strategy Associate, The ESOP Group / The ESOP Group, UBS Financial Services, Inc.
Curt is a member of the ESOP Group at UBS, based in Atlanta, which has been advising business owners on 1042 strategies for over 28 years. Prior to joining the team, he worked in the UBS Portfolio Advisory Group developing customized portfolios for the firm's largest clients. Curt started his career in NYC working for Merrill Lynch in derivatives and alternate investments and has a BA in economics from Vanderbilt University.
Sessions
How to Finance your ESOP Transaction