Curtis R. Gross, CFA, Promoted to Chief Investment Officer for FAI Wealth Management
FAI Wealth Management Chairman, J. Michael Martin, has announced that Curtis R. Gross, CFA, has been promoted to the position of Chief Investment Officer for the firm effective July 1, 2015. In this role, Mr. Gross will have overall responsibility for FAI’s investment process including asset allocation, securities selection, portfolio design and implementation. Mr. Martin will continue to serve the firm’s investment staff as Strategy Consultant.
Mr. Gross, 49, a director and shareholder of the firm has served as FAI’s Director of Investment Research since 2009. Prior to joining FAI, Mr. Gross was the Director of Equity Research for Federated Investors, a large, Pittsburgh-based mutual fund company. Earlier assignments included securities research and portfolio management at Northern Capital Management in Madison, WI and as a Trust Investment Officer at National City Bank in Cleveland. Mr. Gross earned the Chartered Financial Analyst designation in 1997. He is a graduate of Cornell University and received his MBA degree from University of Pittsburgh’s Joseph M. Katz Graduate School of Business. Congrats, Curt!
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