The Golub Group, a San Mateo-based investment management firm for high net-worth individuals and institutional clients, announced today that Kurt Hoefer has been made a Partner at the firm.

Mr. Hoefer is currently a portfolio manager and director of business development at The Golub Group. In this role, his responsibilities include investment research, portfolio management and oversight of the firm's private client and institutional distribution channels. One of the firm's key institutional initiatives is to reach out to financial planning and wealth management firms to offer core equity and equity-income portfolio management in separate accounts.

"We are thrilled to have promoted Kurt to partner," said Michael Golub, Founder and CEO of The Golub Group. "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."

Mr. Hoefer has been at The Golub Group since 2004. Prior to joining the firm, he founded and built Hoefer Capital Management, LLC to counsel families and individuals on investment and financial matters. Previously, he was an investment banker with Thomas Weisel Partners and Banc of America Securities and an institutional stock analyst at Salomon Brothers. Kurt received his MBA from the UCLA-Anderson School of Management and his Bachelor of Arts in Economics from Stanford University. In addition, Kurt holds the Chartered Financial Analyst designation. He currently resides in Hillsborough with his wife, Melanie, and two children.

"I am excited about the growth our firm has experienced and the opportunities that lie ahead," said Mr. 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."

About The Golub Group
The Golub Group is a leading provider of investment management solutions for high net-worth individuals and professional and corporate retirement plans in Northern California and across the country. Founded in 2003, the firm's takes a long-term disciplined approach to investing that seeks growth of capital and minimization of risk through careful management of well-diversified portfolios consisting of high quality assets purchased at attractive valuations. Each portfolio is constructed with the individual's unique objectives in mind. With offices in San Mateo, The Golub Group manages more than $500 million in assets.