Kurt Lippincott, CFA, CPWA

Kurt leads the Investment Office which partners with our Financial Advisors to deliver clients high quality, customized investment portfolios.

He has over 20 years of experience working with high-net-worth investors. Prior to joining MassMutual, Kurt was a portfolio manager at City National Rochdale. Prior to that, he was a Director at Credit Suisse where he led the portfolio solutions team responsible for creating and monitoring customized portfolios for ultra-high-net-worth individuals. Kurt also spent six years working with the Chief Investment Officer focused on investment strategy and asset allocation.

Kurt holds a bachelor’s degree in Business Administration from Saint Mary’s College of California and an MBA in Finance from the Leonard N. Stern School of Business at New York University. He holds the Chartered Financial Analyst® (CFA) designation and the CPWA® certification.