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As Chairman & CEO, Curtis is responsible for leading PENSCO and also serves as Opus Bank’s Senior Executive Vice President, Head of Wealth Services, and Senior Managing Director in the Merchant Banking Division. Previously, he was Managing Director at Fortress Investment Group, LLC, and has been a director of Opus Bank since September 2010.
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.
With so many private placement opportunities reserved only for “accredited investors,” it’s little wonder that at PENSCO, we’re often asked to de... Read this article »
At PENSCO, we're dedicated to using technology to transform the IRA industry while also improving the investment experience for our self-directed... Read this article »
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As a self-directed IRA custodian, PENSCO aims to provide investors with the knowledge needed to manage alternative assets in their retirement acc... Read this article »