Kurt Ro

Kurt Ro is an experienced financial professional currently serving as a Client Portfolio Advisor at Wintrust Financial Corporation since November 2023. Prior to this role, Kurt Ro worked as a Financial Advisor at Citizens Securities, Inc., managing a book of business with $3.5 million in assets under management. Kurt Ro also held positions at Thrivent as a Financial Associate, where a client base of over 100 was developed, and at FCm Travel Solutions USA as a Travel Consultant. Earlier in the career, Kurt Ro contributed significantly as a Certified Credit & Housing Counselor at Clarifi, achieving leadership in client outcomes and application submissions. With a Bachelor of Science in Communication Studies from Northwestern University, Kurt Ro brings a diverse skill set that includes financial advising, counseling, and customer service experience across various roles.