Actively Managed, Innovative ETF Solutions
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
Assessing the Impact of Biden’s Tax Proposal on Investment Returns
The impact on investors with incomes of $1 million or less would be negligible, but tax-managed strategies may help increase after-tax returns.
New Look of Managed Accounts: More Scalability, Tax Efficiency, and Customization
How technological advancements are making separately managed accounts more attractive to a wider audience, especially for tax planning, is explained.
Rebalancing Portfolios in Volatile Markets
See why monitoring portfolio allocations for drift, and rebalancing as necessary, has the potential to generate meaningful benefits for clients.
- May 19, 2020
- Curt Overway
