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Kurt Brown, CFA, CFP®
As a Senior Financial Advisor, I strive to bring clarity to complex financial decisions, help clients navigate uncertainty, and turn their financial resources into lasting opportunities for themselves and the people they care about. As a firm Shareholder, I serve as Chief Investment Officer and Chief Compliance Officer.
Personal Mission
My mission is to make a meaningful difference in the lives of others through genuine relationships, thoughtful guidance, and a commitment to helping people achieve what matters most.
What I Love About PDS
The people are what make this place special. I value the relationships I’ve built with my colleagues and the opportunity to develop lasting connections with the families we serve.
Education
BSBA in Business specializing in Finance, Risk Management & Insurance from The Ohio State University Fisher College of Business.
Certifications:
Chartered Financial Analyst (CFA) Charterholder
CERTIFIED FINANCIAL PLANNER® (or CFP®)
About Me:
I live in Dublin with my wife, Megan, our two children, Luca and Olivia, and our spoiled golden retriever. Much of our time outside of work is spent keeping up with the kids and their many activities. As a family, we enjoy spending time outdoors by taking long walks, going for bike rides, playing golf, traveling, and escaping to the lake.
In addition to home life, giving back to the community is important to me. I currently serve with the Dublin AM Rotary Club. I’m also a member of the CFA Society of Columbus and the Financial Planning Association of Central Ohio.
