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Kurt Hoefer, CFA®

Chief Strategy Officer

About Kurt

Kurt is the Chief Strategy Officer and serves as a member of the firm’s investment team at Summitry. He works with Leadership to plan and implement strategies to improve service and grow the business. Kurt is a CFA® Charterholder.

Prior to joining Summitry, Kurt received his Bachelor of Arts degree in Economics from Stanford University and MBA from the UCLA–Anderson School of Management. He has conducted investment analysis and related work since 1987, and founded Hoefer Capital Management, LLC to counsel families and individuals on investment and financial matters. Previously, he was an investment banker with Thomas Weisel Partners and Bank of America Securities, an institutional stock analyst at Salomon Brothers, and a member of the investment team for a family office, Shamrock Capital Partners. In 2016, Kurt was appointed by the Board of Supervisors to serve on the Board of the San Mateo County Employee Retirement Association (SamCERA).

Kurt currently resides in Hillsborough with his wife, Melanie, and has two children. Kurt serves as an officer and director of a non-profit that supports educational and cultural institutions.

Q & A

  • What are your favorite pursuits outside of work?

    My favorite activity, hands down, is skiing. I had the good fortune of learning when I was young, so skiing is as natural as walking for me, and while I’ve slowed down a bit as I crossed 50, I find more joy on the slopes than almost anywhere I can imagine. In the off-season, I enjoy working in the garden, walking my dog at Crissy Field, playing the piano and traveling.

  • Discuss a solution you provided for a client that you’re extremely proud of.

    I led the design and implementation of an investment strategy, which we call “Sustainable Income,” that has become popular for clients who draw funds regularly from their accounts. These might be fiduciaries of private foundations who have the legal requirement to distribute funds to beneficiaries, clients who pull required minimum distributions from their retirement accounts, and others who need cash flow on a regular basis. Our Sustainable Income strategy is designed to produce generous income that increases over time at a rate faster than inflation, thereby maintaining the purchasing power of the distributions from the account. Because this income is produced largely from equities, investors in this strategy stand to also achieve growth through capital gains over time as a by-product of owning assets with growing income streams.

  • Three words to describe the Bay Area.

    The place: scenic, temperate, vibrant. The culture: creative, driven, progressive
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Alex Katz

Chief Growth Officer

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