Profile
Curtis G.
Fee worked as Vice President & Chief Investment Officer at Portico Benefit Services from 1994 to 2019.
Prior to that, he was an Investment Manager at Principal Financial Group, Inc. from 1991 to 1994.
In 1999, he briefly worked as an Investment Manager at Merced Capital LP.
He also held the position of Principal at Merced Capital LP.
Mr. Fee received his undergraduate and graduate degrees from the University of Iowa.
Former positions of Curtis G. Fee
| Companies | Position | End |
|---|---|---|
Portico Benefit Services
 Portico Benefit Services Investment ManagersFinance Portico Benefit Services is a pension fund management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1988 and was formerly known as Evangelical Lutheran Church in America Board of Pensions. Portico Benefit Services is a subsidiary of the Evangelical Lutheran Church in America (ELCA), a non-profit provider of health and retirement benefits with related services solely designed to help plan members of the ELCA and other faith-based organizations. The firm manages and operates the pension and other benefits plans for the church with the design and policy adopted by the Church wide Assembly. | Chief Investment Officer | 31/12/2018 |
Merced Capital LP
 Merced Capital LP Investment ManagersFinance Merced Capital LP is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Minnetonka, Minnesota. The firm was founded as EBF & Associates in 1988 by three executives from Cargill's Financial Markets Department. The firm provides investment advisory services to privately offered pooled investment vehicles. Investors in the clients include public and private pension funds, foundations, endowment funds, funds of funds, high net worth individuals and family offices. | Analyst-Equity | 31/12/1998 |
| PRINCIPAL FINANCIAL GROUP, INC. | Corporate Officer/Principal | - |
Merced Capital LP
Merced Capital LP Investment ManagersFinance Merced Capital LP is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Minnetonka, Minnesota. The firm was founded as EBF & Associates in 1988 by three executives from Cargill's Financial Markets Department. The firm provides investment advisory services to privately offered pooled investment vehicles. Investors in the clients include public and private pension funds, foundations, endowment funds, funds of funds, high net worth individuals and family offices. | Corporate Officer/Principal | - |
Training of Curtis G. Fee
| University of Iowa | Graduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| PRINCIPAL FINANCIAL GROUP, INC. | Finance |
| Private companies | 2 |
|---|---|
Portico Benefit Services
Portico Benefit Services Investment ManagersFinance Portico Benefit Services is a pension fund management firm headquartered in Minneapolis, Minnesota. The firm was founded in 1988 and was formerly known as Evangelical Lutheran Church in America Board of Pensions. Portico Benefit Services is a subsidiary of the Evangelical Lutheran Church in America (ELCA), a non-profit provider of health and retirement benefits with related services solely designed to help plan members of the ELCA and other faith-based organizations. The firm manages and operates the pension and other benefits plans for the church with the design and policy adopted by the Church wide Assembly. | Finance |
Merced Capital LP
Merced Capital LP Investment ManagersFinance Merced Capital LP is a privately-held, SEC-registered investment advisor and hedge fund manager headquartered in Minnetonka, Minnesota. The firm was founded as EBF & Associates in 1988 by three executives from Cargill's Financial Markets Department. The firm provides investment advisory services to privately offered pooled investment vehicles. Investors in the clients include public and private pension funds, foundations, endowment funds, funds of funds, high net worth individuals and family offices. | Finance |
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