Bio Randy Kurtz, CFP, RIA

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Randy Kurtz, CFP®, RIA

Chief Investment Officer, Upper Left Wealth Management

Phone: 917.768.3390
E-mail: support@upperleftwealth.com
Website: www.upperleftwealth.com
LinkedIn: www.linkedin.com/in/mrdiversification/

Randy Kurtz is a nationally recognized expert on risk. A Registered Investment Adviser and CFP® managing individuals' assets, he's been challenging the financial industry's status quo for over a decade. Randy feels the standard portfolio Wall Street doles out comes with far more risk than clients realize. His goal is to transform the industry by turning the client-adviser relationship from a return-centered conversation to a risk-centered one. He created the DataDriven Process, a method of investing that maximizes diversification to better withstand the market's turbulence. His process aims to lower excess risk taken in client portfolios, without reducing expected return.

Randy has been profiled in Forbes, The New York Times and The Wall Street Journal. He holds an M.B.A. in Finance from Columbia Business School, where he developed the core of his investing philosophy under the tutelage of Michael Mauboussin and Warren Buffett.

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