Curtis began his career in financial services in 2013 at a community bank serving the Greater Boston area. After experiencing different segments of the banking industry, Curtis started developing his practice with a local planning firm and then partnered with Vector Capital Management in 2020.
Knowing that life is full of obstacles, Curtis understands that financial planning is complex and constantly changing. This continually changing world requires a dynamic approach. With this in mind, his approach to financial planning begins with an introduction and leads to lifelong relationships with his clients.
Curtis graduated from the University of Massachusetts Amherst with a B.S. degree in Resource Economics. He holds licenses in Life, Accident & Health Insurance, as well, as his Series 6 and 63. When time allows, he enjoys spending time with his family down the Cape, golfing, as well as icy New England snowboarding. Curtis is born and raised in suburban Massachusetts and currently resides in Boston.