Summit Trail Advisors
Kevin C. Curtis, CFP®, AEP® is a Partner at Summit Trail Advisors, an independent wealth management boutique specializing in investment solutions, since August 2019. With expertise in leveraging leading research providers and an in-house research team, Kevin plays a key role in designing specialized investments for clients. Prior to this role, Kevin served as a Private Client Advisor at Wilmington Trust, N.A. Kevin is a graduate of Syracuse University.
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