Fritz Curtis serves as the Head of USGAI Wealth Group, which provides clients with various investment solution sets to maximize income as well as tax efficiencies given different needs. Prior to USGAI, he worked for Morgan Stanley Investment Management for 17 years delivering investment solutions from Parametric, Eaton Vance, Calvert and Atlanta Capital Group to private wealth clients, bank trust departments, registered Investment advisors and institutional investors. Before his various sales roles, he was a portfolio manager at both AMR Investments and Fidelity Investments. He has the CSRIC, CAIA certificate and CFA certificate designations. He holds the Series 6, 63, 69 and 7 licenses.