Bryce Kurfees

Bryce Kurfees is the Principal and Advisor at Kurfees Capital Management, LLC, a firm he founded in September 2000 and has been leading for over 23 years.1 Based in Columbus, Ohio, Kurfees has established himself as a seasoned financial professional with extensive experience in wealth management and corporate retirement planning.1

Professional Background

Kurfees Capital Management, LLC operates using a proprietary "Core4" process, which includes:

1. Foundational financial planning
2. Risk tolerance assessment
3. Portfolio alignment with financial plans and risk assessments
4. Ongoing monitoring and adjustments as needed1

Prior to founding his own firm, Bryce Kurfees held several notable positions:

• Consultant at Professional Planning Consultants (April 1997 - April 2000), where he focused on corporate retirement plans and individual wealth management.1
• Vice President at Adecco (May 1995 - April 1997), responsible for staffing Honda and its suppliers in Central Ohio.1
• Director of Marketing at Kurfees Coatings, Inc. (1987 - 1992).1

Education

Bryce Kurfees has a strong educational background in business and finance:

• Master of Business Administration (MBA) with a focus on Marketing from The Ohio State University Fisher College of Business (1985 - 1987).1
• Bachelor of Business Administration (BBA) with a concentration in Finance from Southern Methodist University (1980 - 1984).1

Additionally, he attended Denver Seminary's Honors Program, conducting independent research on the "Essence of Humanness" (1993 - 1995).1

Expertise

With his extensive experience and educational background, Bryce Kurfees has developed expertise in various areas of financial management, including corporate retirement plans, individual wealth management, and financial planning.1 His firm, Kurfees Capital Management, LLC, primarily serves individuals, with a particular focus on retired or near-retirement clients.2