CoverProfile

Kurt Brown

Shareholder, Chief Investment Officer, Chief Compliance Officer, Lead Portfolio Manager and Chair of the Investment Committee

PDS Planning Inc

United States, Ohio, Dublin

About Me

When I’m not at work, I love spending time with my wife Megan and our children Luca and Olivia. We enjoy the outdoors by taking long walks and bike rides around Dublin, hacking our way around the golf course, or trips to Lake Cumberland. I am also an avid Ohio State Buckeyes, Cleveland Browns and Cincinnati Reds fan. I believe in giving back to our local communities by previously serving on the board of directors for Neighborhood Services, Inc. and currently with the Dublin AM Rotary Club. I am also a member of the CFA Society of Columbus and Financial Planning Association of Central Ohio.

Profile Information

Shareholder, Chief Investment Officer, Chief Compliance Officer, Lead Portfolio Manager and Chair of the Investment Committee

PDS Planning Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Dublin

Ohio

United States

Jan 12, 2025

More profiles to browse

Profile Photo
Jamie Menges
Shareholder, Senior Financial Advisor, CERTIFIED FINANCIAL PLANNER™, CPA
Profile Photo
Jimmy Rogers
Shareholder, Senior Financial Advisor
BM
Beth Mccampbell
Financial Planning Analyst, Paraplanner
Profile Photo
Kyle Euton
Investment Advisor

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
RD
Russ Degitz
Principal
Huntington University
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc