Kurtis A. Stein

Senior Consultant

610.738.4395

Kurtis A. Stein

Kurt is a Senior Consultant who brings over 30 years of experience in the financial services industry working in trust, estate, and investment management. He has held positions in project and program management, all levels of client relationship management, business analysis, IT, and operational support. Kurt leverages his industry knowledge and technical skills to successfully design and implement new technology solutions for the front, middle, and back offices. Since he joined Meradia in 2016, Kurt has been solving complex business challenges for our clients; from workflow efficiencies, to industry standard methodologies, to adapting to new technologies. An outstanding example of this is when he consolidated multiple versions of a portfolio accounting and trade order management system between US and UK offices into one platform.
 
Throughout Kurt’s career he has been helping growing businesses adapt and overcome technological challenges. Prior to joining Meradia, Kurt operated his own LLC that provided expert business solutions. During his tenure with BlackRock, Kurt performed vendor selections and implementations for trade order management and portfolio accounting systems, including system consolidation and integrating BlackRock’s domestic and international acquisitions. At PNC Bank Kurt headed a project team charged with enhancing the client reporting capabilities demanded by the portfolio management group. Earlier in his career, he served as the Program Manager at PFPC responsible for the delivery and support of trading tools to external clients.
 
Kurt holds a B.A. in Finance from Buena Vista University. The drive and integrity for which Kurt is known for in the office extends to his passion for CrossFit. In 2015 he placed 12th worldwide in the Masters Division at the CrossFit Games.