Randy D. Kurtz
Chief Executive Officer at Upper Left Wealth Management LLC
Randy D. Kurtz active positions
| Companies | Position | Start | End |
|---|---|---|---|
Upper Left Wealth Management LLC
 Upper Left Wealth Management LLC Investment ManagersFinance Upper Left Wealth Management LLC (ULWM) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by Randy D. Kurtz in 2017. ULWM provides investment advice to individuals, trusts, business accounts, incorporated organizations, and individual retirement accounts (IRA, ROTH IRA, SEP IRA, etc.). | Chief Executive Officer | 31/12/2016 | - |
| Chief Investment Officer | 31/12/2016 | - | |
| Compliance Officer | 31/12/2016 | - | |
| Founder | 31/12/2016 | - |
Career history of Randy D. Kurtz
Former positions of Randy D. Kurtz
| Companies | Position | Start | End |
|---|---|---|---|
BroadArch Capital LLC
 BroadArch Capital LLC Investment ManagersFinance Founded in 2010 by Robert Reitzes and Scott Merves, BroadArch Capital LLC is a hedge fund manager located in White Plains, New York with an additional office in New York City. | Analyst-Equity | 31/01/2012 | 31/01/2014 |
Bear Stearns Asset Management, Inc.
 Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Corporate Officer/Principal | 30/06/2005 | 30/06/2005 |
| Beta Frontier LLC | Chief Investment Officer | 31/12/2004 | - |
| Founder | 31/12/2004 | - |
Training of Randy D. Kurtz
| The Trustees of Columbia University in The City of New York | Masters Business Admin |
| Washington University in St. Louis | Undergraduate Degree |
Statistics
International
| United States | 7 |
Operational
| Chief Investment Officer | 2 |
| Founder | 2 |
| Analyst-Equity | 1 |
Sectoral
| Finance | 4 |
| Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
BroadArch Capital LLC
BroadArch Capital LLC Investment ManagersFinance Founded in 2010 by Robert Reitzes and Scott Merves, BroadArch Capital LLC is a hedge fund manager located in White Plains, New York with an additional office in New York City. | Finance |
Bear Stearns Asset Management, Inc.
Bear Stearns Asset Management, Inc. Investment ManagersFinance Bear Stearns Asset Management Inc (Bear Stearns) is a Private Equity/Venture Capital firm, a subsidiary of The Bear Stearns Cos LLC founded in 1985. The firm is headquartered in the US. | Finance |
| Beta Frontier LLC | |
Upper Left Wealth Management LLC
Upper Left Wealth Management LLC Investment ManagersFinance Upper Left Wealth Management LLC (ULWM) is an independent, SEC-registered investment advisor headquartered in Tampa, Florida. The firm was founded by Randy D. Kurtz in 2017. ULWM provides investment advice to individuals, trusts, business accounts, incorporated organizations, and individual retirement accounts (IRA, ROTH IRA, SEP IRA, etc.). | Finance |
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