Veteran investment manager Kurt Hoefer draws on "track record of success". Kurt Hoefer has been made a partner of investment-management firm Golub Group. Hoefer has been a portfolio manager and director of business development at San Mateo, Calif.-based Golub for the past three years.

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"We are thrilled to have promoted Kurt to partner," says Golub's CEO Michael Golub. "He brings more than 17 years of investment analysis, equity research and portfolio management experience to our leadership team and has a track record of success that will help us continue to grow our business."

Hoefer joined Golub in 2004, and he oversees investment research, portfolio management, and the firm's private-client and institutional distribution channels. He previously ran his own capital-management firm. He has also worked at Thomas Weisel Partners, Banc of America Securities, and Salomon Brothers (now part of Citigroup).

"I am excited about the growth our firm has experienced and the opportunities that lie ahead," says Hoefer. "As a leading financial advisor in the Bay area we continue to drive innovation with a great team of investment professionals and a business philosophy that puts the client first."

Golub manages more than $500 million in assets, mainly for high net-worth individuals. -FWR

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