We found the following information about Curt Fee at Portico Benefit Services, where this person has worked as a Vice President and Chief Investment Officer since 2004. Curt's total work experience is over 22 years, during which time this person had at least four jobs at different places to develop skills. Curt studied at the University of Iowa from 1990 to 1991. This professional received the following certifications: Chartered Financial Analyst (Cfa), Fellow, Life Management Institute Designation With Distinction, and Cfa Institute. Currently, Curt lives in Burnsville, Minnesota. You can contact with Curt by searching for phone number or email address or get further info by requesting access to this expert's further details from SoftwareOfficial.
Name variants:
Kurt Fee,
Curtis Fee
Last updated Jul 07, 2024
Contact Information
Last Update
Jul 4, 2022
Email
cu**@comcast.net, cf**@porticobenefits.org
Location
Burnsville, MN
Company
Workplace
Vice President and Chief Investment Officer
Minneapolis, MN
Industry
Financial Services
Colleagues
Work History
Vice President and Chief Investment Officer
800 Marquette Ave SUITE 1050, Minneapolis, MN 55402
Responsible for investment strategy, policy and implementation related to $8 billion of retirement, endowment, and other benefit assets. Responsible for asset allocation, asset class strateg...
2004 — 2019
Investment Manager
601 Carlson Pkwy SUITE 200, Minnetonka, MN 55305
Researched opportunistic value strategies and investments for inclusion in hedge funds. Worked across a diverse set of public and private equity, debt, and partnership special situation inve...
1998 — 1999
Investment Manager
711 High St, Des Moines, IA 50392
Investment Manager, 1993 - 1994 Securities Analyst, 1991 - 1993 Managed private placement and public fixed-income investments totaling over $1.8 billion. Served as lead investor in private p...
1991 — 1994
Investment Research Intern
The University of Iowa – Department of Finance, 1990 – 1991.
AEGON USA Investment Management, Inc., Summer 1990.
MidAmerica Securities, Summer 1988.
Provided financial and statistical re...
1988 — 1991
Education
1990 — 1991
1989 — 1990
1986 — 1989
1989 — 1989
Occupations
Executive
Chief Investment Officer
Vice President
Manager
Chairperson
Chief Executive Officer
Management Analysts
Chief Executive
Operations Manager
Corporate Executive
Skills
Investments
Alternative Investments
Asset Allocation
Investment Strategies
Risk Management
Private Equity
Investment Management
Socially Responsible Investing
Impact Investing
Hedge Funds
Equities
Fixed Income
Mutual Funds
Asset Management
Capital Markets
Due Diligence
Finance
Securities
Portfolio Management