Anne M. Kurtz
Anne has been in the investment industry for over 30 years and is the firm’s longest tenured employee, having joined Capital in 1986. Her early years were spent at a large Midwest regional brokerage firm where she developed her knowledge of securities trading and back office operations. Presently, Anne’s primary role is client servicing. Many clients consider Anne the “go-to” person when they need help with account-related service issues. She enjoys interacting with clients and providing them with a high level of personal service. Anne also oversees our portfolio management software system and assists in the IT and operations areas. She is a Registered Investment Advisor representative.
Anne M. Kurtz
Principal, Capital Investment Services of America, Inc.
Sporting many hats, Anne is known to under-promise and over-deliver on customer service requests by resolving logistical issues with the opening and transfer of accounts, funding requests, Class Action suits and general account maintenance. “Working in the back office and on an OTC trading desk of a brokerage firm helped prepare me for any challenge we may encounter here at Capital,” she says. The technical side of the business comes easily to Anne. She supports our IT department and oversees our portfolio management platform. In her free time, Anne enjoys cooking, entertaining, and spending time with her family.