Kurt Mortenson
Corporate Officer/Principal at World Equity Group, Inc.
Profile
Kurt Thomas Mortenson is currently a Principal at World Equity Group, Inc. He was previously a Managing Director & Senior Financial Advisor at Cypress Wealth Services LLC from 2018 to 2021 and a Principal at Citigroup Global Markets, Inc. (Investment Management) from 2003 to 2009.
Mortenson received his undergraduate degree from Concordia College (New York).
Kurt Mortenson active positions
| Companies | Position | Start |
|---|---|---|
World Equity Group, Inc.
 World Equity Group, Inc. Investment Banks/BrokersFinance World Equity Group, Inc. provides investment advisory services. Its services include risk & asset management, investment oversight, retirement income distribution, strategic family wealth planning, full-service investment banking, and pre-IPO funds & investments. The company was founded in 1997 and is headquartered in Arlington Heights, IL. | Corporate Officer/Principal | - |
Former positions of Kurt Mortenson
| Companies | Position | End |
|---|---|---|
Cypress Wealth Services LLC
 Cypress Wealth Services LLC Investment ManagersFinance Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals. | Portfolio Manager-Equities | 2021-09-01 |
Citigroup Global Markets, Inc. (Investment Management)
 Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Corporate Officer/Principal | 2009-11-30 |
Training of Kurt Mortenson
| Concordia College (New York) | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Cypress Wealth Services LLC
Cypress Wealth Services LLC Investment ManagersFinance Cypress Wealth Services LLC, founded in 2017, is a firm of experienced financial advisors. The private company is based in Palm Desert, CA. The company's mission is to ensure that every aspect of their clients' lives is aligned to best achieve their financial goals. | Finance |
Citigroup Global Markets, Inc. (Investment Management)
Citigroup Global Markets, Inc. (Investment Management) Investment ManagersFinance Citigroup Global Markets, Inc. (Investment Management) (CGMI-IM) is the investment management division of Citigroup Global Markets, Inc., a registered broker-dealer headquartered in New York City. The firm was founded in 1964 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI provides a variety of services designed to meet the varying investment advisory and related needs of individual and institutional clients. | Finance |
World Equity Group, Inc.
World Equity Group, Inc. Investment Banks/BrokersFinance World Equity Group, Inc. provides investment advisory services. Its services include risk & asset management, investment oversight, retirement income distribution, strategic family wealth planning, full-service investment banking, and pre-IPO funds & investments. The company was founded in 1997 and is headquartered in Arlington Heights, IL. | Finance |
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