Kurt Fluck

Kurtis Fluck

Investment Operations Analyst

Kurtis is dedicated to making sure clients’ financial data is accurate and packaged to maximize effectiveness for clients and the SWP team.

By managing all aspects of the Black Diamond Reporting system, Kurt supports the firm’s commitment to providing clients the best service. He understands that finances can be intimidating, but believes that his role in maintaining timely and accurate performance reporting can help simplify our clients’ lives.  Kurtis is driven to bring clients clarity and confidence in their investment reports, as well as to allow the SWP team to efficiently access accurate client information.

Kurtis came to SWP after working at Mesirow Financial in the firm’s security clearing department. He focused on preventing issues that would arise from mismatched securities, while abiding by a strict regulatory environment. Through this role, Kurtis developed an appreciation for clear communication and a keen sense of precision. Kurtis’ background also includes operational experience at two other financial services firms.

Kurtis lives in Chicago’s Western Suburbs with his Catahoula Leopard Dog. In his free time, Kurtis can be found visiting Chicago’s many museums, or reading about investing, technology, or history.

Favorite Quote

“Someone is sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffett

Education

MBA in Finance, Northern Illinois University
BS in Finance, University of Arizona

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