Wayne P. Kurtz, CFP
Wayne Kurtz has 26 years of senior level experience in financial services industry including operations management, marketing/sales, fiscal planning, M&A, P&L management. He has been recognized for articulating vision and direction, turning around poorly performing divisions, guiding joint ventures, and establishing strategic alliances and advisor/consultant to capital raising for entrepreneurial ventures.
He is CEO of the O1 Challenge, LLC and CEO of Green Trail Investments, LLC and partner of Carr & Associates Family Advisors. The last two years while in London he was Chief Commercial Officer with an agriculture investment company (project based in Brazil). Wayne’s responsibilities includedexecuting long-term strategic/tactical plans, leadership,and strategic partnerships, to achieve company specific goals.
Prior to the time in London, Wayne was President & CEO of Karlsberg International Insurance Corporation based in Belize. Wayne’s responsibilities included execution of long term strategic/tactical plans along with overall management and operations of the company. Typical clients were family offices and UHNW individuals. Also, his experience included a Senior Vice President role of Fortune 500 company – Aon Hewitt – Executive Benefits division, responsible for the Northeast region and working with the management team and board of directors of global Fortune 1000 clients. Prior to that, his experiences included general securities principal and the director of client development and management for a national benefits consulting firm and senior director of the tax and financial services practice for a “Big Four” accounting firm – Arthur Andersen, LLP.
He owns several tax consulting practices in Ohio and PA and advises family office clients in the Bahamas and California.
Wayne has a BS degree in finance and math from Robert Morris University and a Master’s degree in taxation from Duquesne University. He also earned a Certified Financial Planner (CFP) designation from The College of Financial Planning. Wayne is an accomplished global speaker on tax, finance and alternative investments. His Master’s Thesis on “The Tax Aspects of Life Insurance” was a national award winner by the US Tax Fraternity/Deloitte along with publication in several tax journals. Wayne has taught finance and tax courses as adjunct faculty at The University of Pittsburgh and Robert Morris University.
He is a 29-year passionate endurance athlete and founder of The Rhodes Marathon. He is the author “Beyond The Iron”, “Never Have to Say, I Wish I Had – 30 Days to Goal Achievement”, and “Stronger ThanIron” (the story of the Guinness World record Triple Ironman event in Lake Garda, Italy) He is the founder of two non profit foundations, Run for Books Inc. and The O1 Foundation for inter city children and the life benefits of travel and literacy.