Kurt serves as Head of First National Fund Adviser’s predecessor and is Portfolio Manager for the Balanced and Growth Opportunities Funds.
He joined First National Fund Adviser’s predecessor in 2005 and has 30 years of experience including the portfolio management of mutual funds in emerging markets, core international and U.S. moderate allocation.
Previously, he was head of international equities for Principal Global Investors, as well as president of his own asset management firm.
He received his Bachelors in Business Administration from Iowa State University and his M.B.A from Drake University. Kurt is a member of the CFA Institute and the CFA Society of Colorado.
Ticker | Fund Name | Net Asset ($ M)* |
---|---|---|
DMVYX | First Focus Growth Opportunities Fund | $ M |
FOGPX | Tributary Growth Opportunities Fund | $14.29 M |
* Net Assets include for all classes