Mr. Hurlbut is the CIO of Incline Investment Advisors, LLC (“IIA”) and Incline Investment Management (“IIM”). He is a Managing Member of IIA and is registered as a Principal and an Associated Person of IIM and is an Associate Member of the National Futures Association. At IIA he is responsible for designing and managing client portfolios. At IIM he is the head trader and portfolio manager for all investment programs including The Tahoe Fund, LP.
Before starting IIA Mr. Hurlbut was the lead portfolio manager at the Putney Financial Group, a Registered Investment Advisor in San Rafael, CA. Prior to founding IIA and joining IIM he was the founder of Everett Capital Management, LLC a private investment firm and the CIO for Bradley and Co, a CA-based RIA. Mr. Hurlbut spent six years at Salomon Smith Barney in New York and San Francisco as a Vice President and Blue-Chip Council Member. At Salomon Smith Barney, he covered middle market institutional accounts and managed discretionary portfolios for high net worth individuals.
Mr. Hurlbut received a BA from the University of Virginia where he attended on a swimming scholarship. He is a Chartered Market Technician, member of the Market Technician Association, the CFA Institute and the Security Analysts of San Francisco.
Mr. Hurlbut has been fortunate to have been mentored by a few great traders throughout his career including one of the original ‘Market Wizards’ Ed Seykota. He has passed the following FINRA exams; Series 3, 7, 63 and 65. He is married and has two children and currently resides in Mill Valley, California.