Vice President, Intermediary Sales
Mid Atlantic & South East
Previously, he was a Portfolio Consultant for Ross Sinclaire Asset Management (RSAM), working directly with advisory client relationships to support high net worth client acquisition and custom portfolio construction. Prior to joining RSAM, Curtiss co-founded an investment fund which he managed from 2016 to 2018.
Curtiss holds the FINRA General Securities Representative designation (Series 7).
Curtiss received a Bachelor of Business Administration in Finance with a Minor in Economics from the University of Cincinnati.