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Steve Kurzweil

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Steve Kurzweil

Vice President Investments | Chapin Davis, Inc.

Baltimore, Maryland, United States

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Steve Kurzweil

Summary

Steve Kurzweil is an accomplished Vice President of Investments at Chapin Davis, Inc., bringing over two decades of experience in the finance and banking sector. He specializes in 401k and profit-sharing plans, demonstrating a strong commitment to helping clients optimize their investment strategies. His career spans significant roles at major institutions like Citi and Morgan Stanley, where he honed his skills as a Financial Advisor. Steve's educational background from the American University - Kogod School of Business underlines his expertise in business administration with a focus on retirement planning. Residing in Baltimore, Maryland, he is well-versed in the dynamics of the local financial landscape. Steve's leadership experience and deep knowledge of the banking industry position him as a valuable asset in the financial services community. He is dedicated to continuous professional growth and staying abreast of emerging trends in investment management.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Steve Kurzweil

Work Experience

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Vice President Investments at

Chapin Davis, Inc.

May 2007 - Present

💼

Financial Advisor at

Citi

June 2005 - May 2007

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Financial Advisor at

MORGAN STANLEY ADMINISTRADORA DE CARTEIRAS S/A

February 2000 - May 2005

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Steve Kurzweil

Education

American University - Kogod School of Business, Business Administration

January 1972 - January 1974

Frequently Asked Questions about Steve Kurzweil

What is Steve Kurzweil email address?

Steve Kurzweil's primary email address is *********@chapindavis.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Steve Kurzweil work for?

Steve Kurzweil is a Vice President Investments at Chapin Davis, Inc., a company specializing in Functions related to depository banking.

Where Steve Kurzweil graduated from?

Steve Kurzweil holds a degree in Profit Sharing/401k Specialist from American University - Kogod School of Business.

How can I directly contact Steve Kurzweil?

To contact Steve Kurzweil directly, you can use the email address *********@chapindavis.com. Complete contact information is available upon registration with Muraena.

Who is Steve Kurzweil?

Steve Kurzweil is an accomplished Vice President of Investments at Chapin Davis, Inc., bringing over two decades of experience in the finance and banking sector. He specializes in 401k and profit-sharing plans, demonstrating a strong commitment to helping clients optimize their investment strategies. His career spans significant roles at major institutions like Citi and Morgan Stanley, where he honed his skills as a Financial Advisor. Steve's educational background from the American University - Kogod School of Business underlines his expertise in business administration with a focus on retirement planning. Residing in Baltimore, Maryland, he is well-versed in the dynamics of the local financial landscape. Steve's leadership experience and deep knowledge of the banking industry position him as a valuable asset in the financial services community. He is dedicated to continuous professional growth and staying abreast of emerging trends in investment management.

Steve`s contact details

mail

*********@chapindavis.com

Colleagues

Richard Coale

Vice President of Investments

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Thomas Jester Ii

Senior Vice President

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Thomas Thibeault

Vice President of Investments

Michael Mccarthy

Vice President of Investments

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Nancy Boo

Vice President; Investment Adviser Representative

Elisabeth Albert Hayes

Member Board of Directors

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Cfp Keith Murray

Member of Board of Directors

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Craig Diamond

Senior Vice President

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