SMAs Designed for a Variety of Investor Goals
Natixis Model Portfolio Program
Curt Overway, CFA®
President and Portfolio Manager
Managed Portfolio Advisors® and Active Index Advisors®
Curt Overway is President and Portfolio Manager with Managed Portfolio Advisors®, a division of Natixis Advisors, L.P. Prior to joining Natixis, Mr. Overway was a vice president and principal at Jurika & Voyles, an investment management firm. Previously, he worked as a financial analyst in the Municipal and Corporate Financing group at USL Capital. Mr. Overway has more than 20 years of investment management experience. He served previously as an officer in the US Navy.
Mr. Overway holds a Bachelor of Science degree in industrial and operations engineering from the University of Michigan and an MBA from the Haas School of Business at the University of California, Berkeley. He also holds a Master of Science degree in development finance from the University of London. Mr. Overway is a CFA® charterholder and is a member of the CFA Society of San Francisco.
CFA® and Chartered Financial Analyst® are registered trademarks owned by the CFA Institute.
2723206.1.1
Related Articles
Tax Management: Taking Control of Your Hard-Earned Money
A look at how equity separate account strategies can add value on an after-tax basis.
Finding Tax Efficiency Now
Financial professionals become more attuned to the potential effects of taxes on their investment portfolios.
Tax-Efficient Investing Insights from a Portfolio Management Perspective
Curt Overway, President of Managed Portfolio Advisors, discusses tax-efficient investing and the impact of tax reform on investor portfolios.