Kurt Hoefer, CFA
About Kurt Hoefer, CFA
Kurt Hoefer, CFA, is the Chief Strategy Officer and founder of Hoefer Capital Management, LLC, specializing in advising families and individuals on investment and financial matters.
Kurt Hoefer's Professional Title
Kurt Hoefer, CFA, serves as the Chief Strategy Officer at Hoefer Capital Management, LLC. In his leadership role, he is responsible for the strategic direction and oversight of this organization, which he founded to provide counsel to families and individuals on investment and financial matters.
Kurt Hoefer's Investment Banking Background
Before founding Hoefer Capital Management, Kurt Hoefer built a solid background in investment banking. He worked with Thomas Weisel Partners and Banc of America Securities, where he honed his skills in financial analysis and transaction structuring. He also served as an institutional stock analyst at Salomon Brothers, contributing to his extensive experience in the finance sector.
Kurt Hoefer's Education and Credentials
Kurt Hoefer holds an MBA from the UCLA–Anderson School of Management and a Bachelor of Arts in Economics from Stanford University. He is also a CFA® charterholder, a designation that represents rigorous analytical, ethical, and professional standards in the investment industry.
Kurt Hoefer on the Board of San Mateo County Employee Retirement Association (SamCERA)
In September 2016, Kurt Hoefer was appointed by the Board of Supervisors to serve on the Board of the San Mateo County Employee Retirement Association (SamCERA). His role involves overseeing the retirement funds and ensuring the financial stability of the organization within the county.
Kurt Hoefer's Personal and Community Involvement
Residing in Hillsborough with his wife, Melanie, and their two children, Kurt Hoefer is actively involved in his community. He serves as an officer and director of a non-profit organization that supports educational and cultural institutions. In his leisure time, he enjoys skiing, gardening, walking his dog at Crissy Field, playing the piano, and traveling.