Bill Gurtin, founder of Gurtin Fixed Income Management LLC, is a 22-year veteran in the financial services industry. He started his career in the private client services practice at Goldman Sachs in 1985 where he managed fixed income investments for high net worth individuals and families.
By 2002, Mr. Gurtin had built a first-class investment management team catering to private clients that operated within the confines of a brokerage firm. However, considering regulatory changes in the industry and shifting trends in wealth management, he concluded that a singular focus was critical to providing a superior product and service to clients. To this end, the time was right to create a fixed income money management business within Morgan Stanley.
In 2003, Mr. Gurtin hired Steve Simpson, who had previously worked in Accenture's financial services practice, to revamp the entire infrastructure of the organization and oversee its management services. Mr. Gurtin also recruited Fran Michl, who ran the municipal trading desk for Morgan Stanley in the Midwest. Mr. Michl's institutional trading expertise gave the Gurtin Group the ability to trade with various market participants instead of being captive to a single broker's inventory. The team was rounded out with Teri Mahlmann, who oversees the Portfolio Administration department, and Patty Newcomb, who manages the Client Service and Treasury related functions.
On February 1, 2008, Gurtin Fixed Income Management, an SEC registered investment advisor was founded with 13 employees and offices in San Diego and Chicago. Its mission is to be a best-in-class tax-exempt municipal and taxable fixed income manager catering exclusively to high net worth individuals, ultra high net worth individuals and family offices especially through independent investment consulting firms.
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