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Curtis Glovier

Former Chairman and CEO at PENSCO Trust Company, a subsidiary of Opus Bank

As a former Chairman and CEO, Curtis was responsible for leading PENSCO and setting strategy. Before PENSCO, he was Managing Director at Fortress Investment Group, LLC, and was a director of Opus Bank between 2010 and 2018.

Curtis has 20+ years of leadership experience in financial services, which has included tenures at Perseus, LLC, and Goldman Sachs. He led Perseus' middle market buyout and recapitalization activities, with a focus on business services and branded consumer products, and debt financing activities. He has served as a board member for several companies spanning energy technology, manufacturing, communications, and consumer products.

Curtis received a B.A., cum laude from Princeton University, and an M.B.A. as a Palmer Scholar from The Wharton School of the University of Pennsylvania.

Related Articles

Highway with sunset in back

The SECURE Act: 3 Takeaways for IRA Owners

  |  By Curtis Glovier

When it comes to retirement, many Americans do not feel secure. Just one in five Americans is very confident that they'll have enough savings for... Read this article »

SEC with handshake in background

Regulation Best Interest: Financial Professionals’ New Rules

  |  By Curtis Glovier

The Securities and Exchange Commission (SEC) has adopted a new package of rules, referred to as Regulation Best Interest or Regulation BI, that a... Read this article »

a photo of Curtis Glovier and Tom Anderson

Pioneering the Self-Directed IRA

  |  By Curtis Glovier

Born in 1974, the original Individual Retirement Account (IRA) offered American workers a tax incentive to save for retirement. But because IRAs... Read this article »

bag of money swinging on a strings

Impact Investing: Invest in Your Principles & Your Retirement

  |  By Curtis Glovier

Hardly a day goes by without a new headline about the rise of impact investing. Whether the article refers to the category as environmental, soci... Read this article »

man looking at a wall with the word fundraising on it

Raising Capital? Discover the Potential of Self-Directed IRAs

  |  By Curtis Glovier

It’s a typical founder’s dilemma: you have an excellent idea for a new company, but now you’ve hit a roadblock when it comes to raising capital.... Read this article »

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