Curtis is a Senior Client Service Associate at Composition Wealth and focuses on the onboarding of new clients. In this role, he strives to make each interaction with clients a “white-glove” experience while working closely with the investment and advisor teams.
His professional experience in the financial services industry spans over 12 years, beginning with Fisher Investments as a Research Assistant while attending college full-time. Prior to Composition Wealth, Curtis worked in the investment banking world, supporting a team of private equity advisors.
Curtis graduated from San Francisco State University with a bachelor’s degree in Finance with a minor in Religious Studies.
Fun Facts
- Curtis had also been a professional musician and a published songwriter
- He enjoys volunteering in the community, travel and exploring all the cuisine, culture, and natural beauty of Northern California with his wife
Location
- Sausalito, CA
