Kurtis Fluck is a portfolio administrator and a member of the investment team at Taiber Kosmala & Associates, LLC, working with the firms registered investment advisor (RIA) clientele. His responsibilities include trading and updating both models and the Orion platform.
Prior to joining Taiber Kosmala, Kurtis worked at Strategic Wealth Partners as the Manager of Investment Operations in addition to holding various back office positions at Mesirow Financial, Dearborn Partners, and Harbor Capital Advisors.
Kurtis holds a bachelors’ degree in Finance from the University of Arizona and a Master of Business Administration from Northern Illinois University. Kurtis is a Level I Candidate in the CFA Program.