Kurtis A. Stein

Senior Consultant



Kurtis A. Stein

Kurt is a Senior Consultant with Meradia who has been helping growing businesses adapt and overcome technological challenges during most of his career. Kurt started with Georgia Pacific after earning his B.S. in Finance from Buena Vista University. Soon thereafter, he took a position at PNC Bank working within the Trust division to implement Portia in all of the bank’s major markets. Kurt then moved to BlackRock where he was responsible for the project management of the firm’s equity accounting and trade order management systems. He later opened his own LLC that provided expert business solutions.

At Meradia Kurt is continuing his work of providing clients with solutions to complex business needs. He enjoys meeting new people and clients that have challenges and being able to provide them a solution; whether it’s workflow efficiencies, industry standard methodologies or adapting to new technologies. One of the best examples of this is when he consolidated multiple versions of a portfolio accounting and trade order management system between the U.S. and U.K. offices into one platform. With honesty and integrity as Kurt’s backbone, he is also known as friendly, enthusiastic, hardworking, organized and thoughtful to the people around him.

When not at the office, Kurt enjoys being outdoors, spending time with his family and routinely doing CrossFit workouts.  Kurt pushes boundaries not just in the office but outside of it too. In 2015, Kurt placed 12th worldwide in the Masters Division at the CrossFit Games.