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.
