Kurt M. Muller
Kurt Muller has over 18 years of experience providing investment consulting services to individuals, foundations, endowments, retirement and pension plans, non-profits, corporations and municipalities. These services include investment policy statement development, asset allocation studies, investment portfolio construction, manager search and selection and investment performance evaluation.
Kurt most recently worked for the Citi Private Bank’s North America Investment Lab, managing a team of analysts providing customized investment analysis and designing tailored portfolio solutions to the firm’s ultra high net worth families and institutional clients. Prior to joining Citi, Kurt worked in the Managed Solutions and Institutional Consulting Groups at Merrill Lynch as an investment consultant. He previously worked as a pension consultant at Advest Inc. – a regional brokerage firm acquired by Merrill Lynch. He also worked at the Massachusetts Educational Financing Authority as the founding program director of the U. Plan – the Massachusetts College Saving Program. He started his financial career at the Shawmut National Bank working in the credit and finance divisions.
Kurt received his Bachelor of Science in Economics from the Wharton School of the University of Pennsylvania. He is FINRA Series 7, 24, 63 and 65 licensed. Through the Investment Management Consultants Association he became a Certified Investment Management Analyst and also earned the Wealth Strategist designation. He is an Accredited Asset Management Analyst through the Financial Planners Association.