Cura Wealth Advisors, LLC

Nandan Shah is a financial advisor at Cura Wealth Advisors, LLC with 18 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Arete Wealth Advisors LLC, IHT Wealth Management LLC, and LPL Financial. Outside of advisory work, he is a non-practicing attorney licensed in Illinois and is involved as a strategy and engagement partner at DNX Ventures, an early-stage enterprise SaaS venture capital firm, as well as co-founder and COO of Deception and Truth Analysis, an enterprise SaaS platform. Cura Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and businesses. The firm employs a multi-disciplinary investment process with active portfolio management that includes the use of derivatives and margin borrowing when appropriate, managing roughly $528 million with a small advisory team.

Frederick Kort is a CFP® and holds a Series 66 license with 18 years of industry experience. He is currently with Cura Wealth Advisors, LLC and has previously worked at Arete Wealth Advisors LLC, IHT Wealth Management, Insight Securities, and UBS Financial Services Inc. Cura Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, retirement plans, and businesses. The firm uses a multi-disciplinary investment process that includes fundamental, quantitative, technical, cyclical, and qualitative analysis, offering portfolio management with a range of asset classes and employing strategies such as strategic, tactical, dynamic, and core-satellite allocation.