Senior Client Service Associate
Kurt acts as a key liaison between clients, advisors, and the investment community to ensure their needs are addressed with exceptional service. Kurt has delivered his “client centric philosophy” over his greater than 15 years in the Financial Services industry. He utilizes his extensive industry knowledge to assist Jeffrey West in operating and managing his back office support team.
Prior to joining Financial Compass Group, Kurt founded CP Townline, Inc., where he owned and operated a profitable restaurant for 7 years before its sale. Prior to that, he worked as a Financial Analyst/Client Service Associate constructing portfolio reports, compiling data across several financial software packages, made recommendations on risk management regarding investments, insurance needs, retirement, and estate planning. He also has years of experience in real estate investment and property management.
Kurt holds a Bachelor of Business Administration, a double major in Finance and Political Science, from the University of Miami and currently holds a certificate in Financial Planning from Boston University. He resides with his wife in Sherborn, MA with their four sons. Kurt enjoys attending the boys‘ piano recitals, soccer, baseball, and basketball games and practices. He is passionate about traveling, music, sporting events, and classic cars.
Kurt Pion provides administrative support services only and is not licensed or authorized to effectuate trades or provide advice. Financial Compass Group, LLC is not owned or operated by Equitable Advisors.