Brian Kurtz, PWM Executive Market Director
Brian started in the financial services industry at the age of 19 with Merrill Lynch. After college, he trained at Dean Witter and spent 5 years at McDonald Investments. In 2001, he opened the Baird Cleveland Branch as a Financial Advisor/Branch Manager. Since then, he has assumed the role of Branch Manager in the Columbus and Dayton offices and serves as Executive Market Director for more than 30 Baird offices in the US.
Brian earned his bachelor’s degree in finance from John Carroll University and he is FINRA Series 7,9, 10. 31, 63, 66 licensed.
Brian lives in Medina, Ohio with his wife and three sons. He enjoys spending time with his family and coaching youth football. He is also involved in several charitable organizations, including St. Martin de Porres High School, Achievement Centers for Children – Camp Cheerful and is a member of the National Wheelchair Basketball Association Champion’s Circle.