Kurt Grunsfeld

Kurt Grunsfeld has over 20 years of experience in the financial industry, with a focus on corporate equity plans and stock-based compensation. Kurt currently serves as the Executive Director of the Corporate & Executive Services Group at Hightower Advisors, where they work closely with corporations to manage their equity-based compensation plans. Prior to their role at Hightower, Kurt held various positions at UBS Wealth Management, including Strategic Accounts Manager, Head of Corporate Sales, Client Relationship Manager, and Senior Trust Officer. During their time at UBS, Kurt doubled annual sales volume, revived a struggling sales operation, and managed relationships with Fortune 250 companies. Before joining UBS, Kurt worked as a Benefits Analyst at Williams Thatcher & Rand Consulting, where they managed retirement plan asset reconciliation and analyzed financial transactions. Overall, Kurt's experience demonstrates their expertise in corporate equity plans and their ability to drive sales and manage client relationships.

Kurt Grunsfeld holds a Bachelor's degree in Economics & Business Administration from Wagner College. In addition to their degree, they have obtained certifications including Certified Equity Professional, Series 63, and Series 7. However, no specific information regarding the time of obtaining these certifications or the institutions is provided.