Kurt serves as a member of Summitry’s investment team, and as the firm’s Chief Strategy Officer, works with Leadership to plan and implement strategies to improve service and grow the business.
Kurt has conducted investment analysis and related work since 1987. Prior to joining the firm, he 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 Banc of America Securities, an institutional stock analyst at Salomon Brothers, and a member of the investment team for a family office, Shamrock Capital Partners. Kurt received his MBA from the UCLA–Anderson School of Management and his Bachelor of Arts in Economics from Stanford University. In addition, Kurt is a CFA charterholder. In September 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.