Pushing Your Limits with Wayne Kurtz

Wayne Kurtz has 26 years of senior level experience in financial
services industry including operations management,
marketing/sales, fiscal planning, M&A, P&L management. He
has been recognized for articulating vision and direction,
turning around poorly performing divisions, guiding joint
ventures, and establishing strategic alliances and
advisor/consultant to capital raising for entrepreneurial
ventures.


He is CEO of the O1 Challenge, LLC and CEO of Green Trail
Investments, LLC and partner of Carr & Associates Family
Advisors. The last two years while in London he was Chief
Commercial Officer with an agriculture investment company
(project based in Brazil).  Wayne’s responsibilities
includedexecuting long-term strategic/tactical plans,
leadership,and strategic partnerships, to achieve company
specific goals.


Prior to the time in London, Wayne was President & CEO of
Karlsberg International Insurance Corporation based in
Belize.  Wayne’s responsibilities included execution of long
term strategic/tactical plans along with overall management and
operations of the company. Typical clients were family offices
and UHNW individuals. Also, his experience included a Senior Vice
President role of Fortune 500 company – Aon Hewitt – Executive
Benefits division, responsible for the Northeast region and
working with the management team and board of directors of global
Fortune 1000 clients.  Prior to that, his experiences
included general securities principal and the director of client
development and management for a national benefits consulting
firm and senior director of the tax and financial services
practice for a “Big Four” accounting firm – Arthur Andersen, LLP.


He owns several tax consulting practices in Ohio and PA and
advises family office clients in the Bahamas and California.


Wayne has a BS degree in finance and math from Robert Morris
University and a Master’s degree in taxation from Duquesne
University. He also earned a Certified Financial Planner (CFP)
designation from The College of Financial Planning. Wayne is an
accomplished global speaker on tax, finance and alternative
investments.  His Master’s Thesis on “The Tax Aspects of
Life Insurance” was a national award winner by the US Tax
Fraternity/Deloitte along with publication in several tax
journals.  Wayne has taught finance and tax courses as
adjunct faculty at The University of Pittsburgh and Robert Morris
University.


He is a 29-year passionate endurance athlete and founder of The
Rhodes Marathon.  He is the author “Beyond The Iron”, “Never
Have to Say, I Wish I Had – 30 Days to Goal Achievement”, and
“Stronger ThanIron” (the story of the Guinness World record
Triple Ironman event in Lake Garda, Italy) He is the founder of
two non profit foundations, Run for Books Inc. and The O1
Foundation for inter city children and the life benefits of
travel and literacy.





https://www.wayne-kurtz.com/


https://www.transamtri.com/


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