Kurt Ro is a Client Portfolio Specialist that has been providing comprehensive wealth management and detailed planning services to families since 2019. Kurt works with clients to create an investment plan tailored to each individual’s unique needs. With his experience and commitment to service, he develops a client profile, works to construct a long-term strategy, and implements a plan to help his clients meet their goals. He actively engages with clients to better understand who and what they value, their long-term plans, and their time horizons. Kurt joined Wintrust Private Client in 2023.

Prior to joining Wintrust, Kurt spent time at Thrivent Financial and Citizens Securities, Inc. Before that, he served as a HUD Certified Housing and Credit Counselor. 

Kurt received his Bachelor’s degree in Communication Studies from Northwestern University.  He holds FINRA Series 7, 63, and 65 registrations, as well as his Illinois licenses for Life and Health Insurance.