Curtis Krietzberg, CFA, MBA, a comprehensive investment professional with 35 years of experience, works closely with wealthy individuals to help them achieve their financial goals. Curtis enhanced his investment expertise by earning the Chartered Financial Analyst (CFA) designation in 1999. The internationally recognized CFA designation demonstrates a balanced approach to investments, academic discipline, and a practical experience that is unique in the investment industry.
Curtis’ first introduction to Lincoln Financial Advisors began in the year 2000 when he joined the firm as a Regional Director of Investments. In addition to helping create firm-wide investment policies, Curtis worked closely with financial planners to apply his investment expertise to high net worth clients in the areas of asset allocation, portfolio construction, portfolio analytics, and implementation. Prior to joining Lincoln, Curtis was a Vice President and Quantitative Equity Analyst for Merrill Lynch, spending a decade developing and researching investment products that attracted more than $450 million in assets.
When Curtis is not helping his clients secure their financial assets for their families, he is spending time with his own family. He is married to Trish, and is the proud father to three wonderful children, Lily, Ian, and Josh.
What is a Chartered Financial Analyst (CFA®)
The Chartered Financial Analyst (CFA®) designation is known around the world as the investment designation for demonstrating superior competency in advanced portfolio management, financial expertise, and technical skills. In addition, all CFA charter holders are held to a stringent Code of Ethics and Standards of Professional Conduct. Click to read the full CFA Code of Ethics.
Please click here to read the full CFA: Code of Ethics