Curtis Anderson, CFA®
Curt brings a distinctive resume of investment experience to Alpha Fiduciary. For over 25 years, Curt has directed investment strategies and portfolio management for foundations, pensions, mutual funds, and individuals. Early in his career he worked for a large national, bank-owned Registered Investment Advisor (RIA), where he managed a balanced mutual fund with over $400 million in assets. He was also Director of Research overseeing total firm assets under management of $6 billion, while personally managing over $1.5 billion in foundations, trusts and mutual funds.
Curt went on to manage a $1 billion balanced mutual fund for a Fortune 500-owned fund company. As Senior Vice President, he oversaw four CFA-chartered analysts, wrote monthly newsletters, participated in press interviews and served on the investment committee.
Curt also spent a brief period in his career working on a private equity investment. After purchasing a corporation with another investor, Curt took on the role of CEO and president of this service company that employed 50 people in two states. Over the course of four years, they were able to double sales, open up a third office, and undergo a complete IT restructure. Curt sold this company to their largest competitor.
More recently, Curt specialized in managing the investments and preserving wealth for high-net-worth individuals. He was Sr. Vice President of Portfolio Management for a SEC-registered RIA. In that role, he oversaw portfolio management operations, served on the Investment Committee and completed due diligence on sub managers, direct equity investments, private investments and hedge funds.
Mr. Anderson earned both an MBA and BS in Finance from the University of Utah and was awarded the designation of Chartered Financial Analyst (CFA).