Kurt M. Petrucci, Managing Partner with Risk Management Company since 1998, is currently an Insurance and Investment Representative with VanPelt & Associates, LLC. Prior to his career with Risk Management and VanPelt & Associates, Kurt was an Assistant Trust Officer and Portfolio manager with Mercantile Bank and Trust, in Baltimore for 15 years where he specialized in Leveraged Lease Financings for Commercial Clients in both the Airline and Railroad Industries. He attended closings for accounts on Wall Street. Additionally, he also acted in a Trustee capacity for public Bond Financings for the State of Maryland and the Maryland Stadium Authority. He transitioned from Mercantile Bank and was recruited and served for 5 years as a Senior Accountant and Budget Analyst for James Madison Limited and Madison National Bank in Washington, D.C., where he last reported directly to the Comptroller and CFO.
In his current capacity, Kurt is responsible for providing clients with a high degree of specialization in Insurance planning which includes corporate group health plans including self-funded plans, life, disability, and long-term care benefits. Additionally, his specialized knowledge of accounting uniquely qualifies him to advise clients in advanced financial and investment services such as Variable Annuities, Variable Life Insurance and Corporate Defined Contribution (401K), and Defined Benefit planning.
Kurt’s services in recent years have expended to a large client network made up of Individuals, families, as well as diversified partnerships and corporations located in multiple states starting in Maryland from Baltimore, Annapolis, Washington, D.C., to Northern Virginia, including the fast-growing areas of the East Coast of Florida. He holds in person client meetings in both Maryland, Virginia, Georgia and Florida.
Kurt graduated from Loyola College’s Sellinger School of Business, Baltimore, Maryland where he earned his BA in Accounting. He also maintains Professional insurance licenses in several states, including Life, Health, Accident and Sickness, Variable Life and Variable Annuity Insurance. Additionally, Kurt maintains his Securities licensing series 6 and 63.
Business Approach and Philosophy:
Our team-based approach at VanPelt & Associates is to help facilitate and stimulate levels of communication with our Associates who specialize in key areas of Insurance, Employee Benefits, Wealth Management, Accounting, Finance and Business Valuations. These areas also includes Wills and Trust Services to better help our clients achieve their objectives and goals. Combining these talents with exceptional client communication and service helps build dedicated and loyal client relationships for many generations.