Kurt W. Brunner
Director/Board Member at Episcopal Community Services of the Diocese of Pennsylvania
Profile
Mr. Kurt W.
Brunner, CFA MBA, is a Senior Equity Portfolio Manager at The Swarthmore Group, Inc. He is on the Board of Directors at Episcopal Community Services of the Diocese of Pennsylvania.
Mr. Brunner joined The Swarthmore Group in 1998.
He has more than thirty years of experience in the investment industry.
Prior to joining The Swarthmore Group, Mr. Brunner was an analyst and assistant portfolio manager for PNC Equity Advisors Company.
Mr. Brunner holds a B.B.A.
degree in Finance from Temple University, and an M.B.A.
degree in Finance from Widener University.
Kurt W. Brunner active positions
Companies | Position | Start |
---|---|---|
Episcopal Community Services of the Diocese of Pennsylvania
Episcopal Community Services of the Diocese of Pennsylvania Services to the Health IndustryHealth Services Episcopal Community Services has continued to meet the changing needs of the Philadelphia community for nearly 140 years. Its mission is to empower vulnerable individuals and families by providing high-quality social and educational services that affirm human dignity and promote social justice. ECS services help people of all faiths improve their own lives and gain the skills they need to be self-sufficient. Current programs include: Foster care for abused and neglected children Home care services for frail elderly persons Shelter for homeless women and their children After-school youth development programs and teen workshops on Saturdays Permanent housing for homeless families Adult literacy and GED classes ECS offers an array of human service programs for vulnerable individuals and families of all faiths. The ECS approach is strength-based and client-centered. In the coming year, ECS programs will serve more than 2,000 children, youth and adults. Funding is provided by government contracts, foundation grants and support of parishes and individuals. ECS is blessed to have an endowment built by generations of Episcopalians, the income of which covers overhead costs, so 100% of every contributed dollar goes directly to services. A gift to ECS is your faith in action. Episcopal Community Services is a 501(c)(3) nonprofit organization, contributions to which are tax-deductable to the fullest extent permitted by law. | Director/Board Member | 31/12/1999 |
Former positions of Kurt W. Brunner
Companies | Position | End |
---|---|---|
The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Portfolio Manager-Equities | 30/04/2021 |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Portfolio Manager-Equities | 30/12/1997 |
Training of Kurt W. Brunner
Temple University (Pennsylvania) | Undergraduate Degree |
Widener University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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The Swarthmore Group, Inc.
The Swarthmore Group, Inc. Investment ManagersFinance The Swarthmore Group, Inc. is an independent, minority-owned, SEC-registered investment advisory firm headquartered in Philadelphia, Pennsylvania. The firm was founded by James E. Nevels in 1991 and they provide discretionary investment advice and wealth management services to individuals, high net-worth individuals, pension and profit sharing plans, corporations, foundation/endowments and state and municipal governments. | Finance |
PNC Bank, NA (Investment Management)
PNC Bank, NA (Investment Management) Investment ManagersFinance PNC Bank, NA (Investment Management) (PNC-IM) is the asset management division of PNC Bank, NA, a banking company headquartered in Pittsburgh, Pennsylvania. The firm is ultimately held by The PNC Financial Services Group, Inc. (NYSE: PNC). PNC-IM manages assets for institutions and high-net worth individuals and provides tailored investments, wealth planning, trust and estate administration and private banking to high-net-worth families and individuals. | Finance |
Episcopal Community Services of the Diocese of Pennsylvania
Episcopal Community Services of the Diocese of Pennsylvania Services to the Health IndustryHealth Services Episcopal Community Services has continued to meet the changing needs of the Philadelphia community for nearly 140 years. Its mission is to empower vulnerable individuals and families by providing high-quality social and educational services that affirm human dignity and promote social justice. ECS services help people of all faiths improve their own lives and gain the skills they need to be self-sufficient. Current programs include: Foster care for abused and neglected children Home care services for frail elderly persons Shelter for homeless women and their children After-school youth development programs and teen workshops on Saturdays Permanent housing for homeless families Adult literacy and GED classes ECS offers an array of human service programs for vulnerable individuals and families of all faiths. The ECS approach is strength-based and client-centered. In the coming year, ECS programs will serve more than 2,000 children, youth and adults. Funding is provided by government contracts, foundation grants and support of parishes and individuals. ECS is blessed to have an endowment built by generations of Episcopalians, the income of which covers overhead costs, so 100% of every contributed dollar goes directly to services. A gift to ECS is your faith in action. Episcopal Community Services is a 501(c)(3) nonprofit organization, contributions to which are tax-deductable to the fullest extent permitted by law. | Health Services |
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