Kurt Halverstadt- Managing Director
As managing director and investment officer, Kurt specializes in providing professional investment management and estate planning to a select group of clientele, including closely held business owners and high net-worth individuals.
Prior to taking the firm independent in September 2009, Kurt served as a senior partner of The Sullivan Group during its previous affiliations with Morgan Stanley and Wachovia Securities. He was responsible for integrating new clients into the group and facilitating strategic alliances with local attorneys and CPAs. A Sacramento native, Kurt earned a Bachelor of Science Degree in Business Administration/Finance from California State University, Sacramento.
He volunteers his time as an ad-hoc member of several investment/venture boards and serves as an advisor to a number of local businesses. Kurt has been involved in financing and merger/acquisition activity for several companies headquartered in the greater Sacramento area.
Kurt lives in Granite Bay with his wife, Laura, and their four children and works out of the Roseville, California office.