Insights & News

July 2015

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!


IMPORTANT DISCLOSURE INFORMATION
Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by FAI Wealth Management), or any non-investment related content, made reference to directly or indirectly in this blog will be profitable, equal any corresponding indicated historical performance level(s), be suitable for your portfolio or individual situation, or prove successful. Due to various factors, including changing market conditions and/or applicable laws, the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from FAI Wealth Management. To the extent that a reader has any questions regarding the applicability of any specific issue discussed above to his/her individual situation, he/she is encouraged to consult with the professional advisor of his/her choosing. FAI Wealth Management is neither a law firm nor a certified public accounting firm and no portion of the blog content should be construed as legal or accounting advice. A copy of FAI Wealth Management's current written disclosure statement discussing our advisory services and fees is available for review upon request.


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