Kurt Brown

Kurt Brown, CFA, is the Chief Investment Officer and Chief Compliance Officer at PDS Planning, Inc. in Dublin, Ohio, where he acts as Lead Portfolio Manager and Chair of the Investment Committee. In his role, Kurt directs all aspects of investment strategy, asset allocation, and portfolio management for the firm, ensuring that client portfolios are tailored to meet both current market conditions and long-term financial objectives.

His investment expertise spans a broad range of asset classes, including U.S. and international equities, fixed income, and alternative investments. Kurt is especially skilled in designing customized investment solutions for individuals and families, with a specific focus on integrating risk management and innovative portfolio construction within the wealth management sector.

Kurt joined PDS Planning in 2008 as an Investment Analyst and was promoted to Chief Investment Officer in 2016, reflecting a steady progression marked by deep contributions to the firm's investment philosophy. He holds a BSBA in Finance with additional studies in Risk Management & Insurance from The Ohio State University and is a CFA charterholder. Kurt's leadership has helped shape PDS Planning's reputation for prudent, goals-based investing and disciplined risk oversight.