Curt brings 30 years of taxation and accounting experience to Breachway Investments. He split most of his corporate finance career between Cigna and The Hartford in various financial management and leadership roles. Curt started his CPA firm in 2009, with the commitment to clients of individualized service and continues earning their trust through sound, custom-tailored advice.
Having attained his FINRA Series 7 & 66 securities licenses, he is now registered as an Investment Advisor Representative. The Breachway team approach allows clients to obtain personalized investment management and also incorporate tax smart advice within their overall financial plan.
Curt obtained his Bachelor of Science Degree in Accounting from the University of Connecticut and is a licensed Certified Public Account (CPA). He is a member of the American Institute of Certified Public Accountants (AICPA) and the Connecticut Society of CPAs.
A Connecticut native, Curt currently resides in NYC and enjoys spending time on the CT shoreline.