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Employee Profile

Executive Vice President
Kurt Carlson, CFP®, CFA®, AIFA®
(724) 940-0990 x 1656
North Hills

Kurt Carlson is an Executive Vice President with Hefren-Tillotson, Inc.; he joined the firm in 1990. As part of The Carlson Group, Kurt primarily consults with individuals in developing comprehensive financial plans and strategies to achieve their goals in the areas of investments, insurance, retirement, estate, and tax planning.

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Kurt Carlson is also active on Hefren-Tillotson's Asset Management Advisory Board, helping to guide and formulate overall investment strategies for Hefren-Tillotson's fee-based clients. Mr. Carlson is a CFP® practitioner, a Chartered Financial Analyst charter holder (CFA®) and an Accredited Investment Fiduciary Auditor (AIFA®).

He was also named to Barron’s Top Advisor Rankings in Pennsylvania for 2015, 2016, 2017, 2018 and 2019. He was also named Forbes Best-In-State Wealth Advisors for 2019.

In addition, Kurt can be heard on our weekly radio show, "Your Money and You", airing live every Sunday morning from 9:00-11:00 AM EST on NewsRadio 1020 KDKA. 

Mr. Carlson received his undergraduate degree, Bachelor of Arts in Financial Planning, from Grove City College. Kurt's less formal education included time spent in Pakistan where his parents worked as missionaries. 

He is married and has 2 daughters, Cassidy and Callie. Cassidy works with the Carlson Group at Hefren-Tillotson and Callie is currently working for Yelp in the DC area.

Kurt is a multi-year FIVE Star Wealth Manager Award winner presented by Five Star Professional.

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Kurt is available to help you with your investments and answer your questions.
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Kurt Carlson
and take the first step towards your financial future.
Use the following form for general inquiries. Do not send transaction orders (e.g., trade instructions), as it is our policy not to accept such items electronically. Requests for financial instructions must be confirmed by phone or in person with a Hefren-Tillotson representative prior to initiation.


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Since 1948, we’ve provided clients with comprehensive, unbiased advice relating to all aspects of their personal financial situations because we listen. We learn who you are. We see the future through your eyes.


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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills. MEMBER SIPC.