Kevin Curtis

Kevin C. Curtis, CFP®, AEP®, is a Partner at Summit Trail Advisors, based in Harrisburg, PA, where he specializes in providing sophisticated investment solutions and wealth management strategies for high-net-worth individuals and families. At Summit Trail Advisors since 2019, Kevin leverages leading research providers and the firm’s in-house research team to design customized investment portfolios that address complex financial needs and generational wealth planning.

With more than 25 years in the financial services industry, Kevin was previously a Private Client Advisor at Wilmington Trust, N.A., where he co-managed $1.5 billion in client assets and developed deep expertise in wealth management for affluent clients. His focus areas include multi-asset investment strategies, trusts and estates, and coordinating family office-level services for ultra-wealthy clients.

Kevin holds a degree from Syracuse University and is a Certified Financial Planner (CFP®) and Accredited Estate Planner (AEP®), underscoring his proficiency in advanced investment planning, estate strategies, and fiduciary best practices. He is recognized for his significant contributions in delivering highly personalized wealth management and innovating investment solutions tailored to sophisticated client needs.