Curtis Lehnert CFA

Curtis is a seasoned investment manager with 15 years in the financial industry. He has built a career in investment management at some of the top financial institutions in the world. He began at Morgan Stanley and later, JP Morgan, as an analyst working with some of the brightest minds in the industry. After gaining valuable skills from investment banks, he relocated to Hong Kong and joined Nine Masts Capital, a hedge fund that quickly grew to become a Tier 1 fund in the Asian region with over $1 billion in assets. After working with another prominent Asian hedge fund and beginning a family, Curtis and Esther decided to relocate to Grand Rapids, MI where they live now with their three young children. Most recently, Curtis served as the Director of Research at a local advisory firm where he managed over $200 million of investments for families, individuals, universities and small businesses. He is a CFA charterholder, the gold-standard designation in investment management and a result of over 900 hours of study and preparation along with many years of hands-on experience. He holds a Bachelor of Arts in International Business from Rhodes College in Memphis, TN.