Curt Brockelman Joins Praxis Solutions Board to Enhance Investment Strategies and Offerings

Curt Brockelman Appointed to Praxis Solutions Board of Directors

Praxis Solutions, a technology-focused AI consulting firm, has made waves in the wealth and asset management sectors with the announcement of Curt Brockelman joining its Board of Directors and investor group as of June 5, 2025. This strategic addition underscores Praxis's commitment to enhancing its investment strategies and client engagement through innovative technology.

A Remarkable Career in Finance

Bringing more than 25 years of rich experience in institutional investment management, Curt Brockelman stands out as a veteran portfolio manager and business builder. He is the Managing Partner and Chief Investment Officer at Perch Bay Group, which focuses on Seed to C-round investments in high-growth, scalable enterprises.

Before his current role, Brockelman was the Co-Founder and Managing Partner of Intersect Capital Management (ICM). At ICM, he played a crucial role in portfolio management and chaired key committees relating to investments, partners, and compensation. The firm specialized in technology-driven, low market exposure strategies, combining sophisticated data analytics with traditional investment methodologies to achieve remarkable outcomes for institutional clients.

Brockelman also co-founded Harvest Volatility Management (HVM), noteworthy for its leading position in derivatives-based asset management, overseeing over $12 billion in assets under management (AUM) while catering to global institutions. His wealth of experience and knowledge in the financial landscape makes him a valuable asset to Praxis.

Excitement for the Future

In welcoming Brockelman, Bill Dwyer, Executive Chairman of Praxis Solutions, expressed enthusiasm about the potential he sees in integrating Brockelman’s insights into the firm’s strategy: "Curt has repeatedly demonstrated the ability to foresee and navigate capital markets effectively. His investment in Praxis and his commitment to our growth signify the immense value he recognizes in our platform and team."

Brockelman, both as an investor and a Board member, shares this optimism. He recognizes the immense potential in Praxis’s AI-first approach to improving due diligence and enhancing advisor engagement. He articulated his excitement, stating, "The combination of domain expertise, technology, and entrepreneurial spirit at Praxis is nothing short of exceptional. I am eager to support the company’s next growth phase."

Focus on Strategic Growth and Innovation

In his capacity, Brockelman is set to provide strategic oversight as Praxis looks to expand its product offerings, strengthen institutional partnerships, and enhance its AI-driven diligence and investment research platform known as KAIA. His insights into risk management, fund structuring, and data-driven decision-making will be instrumental in advancing Praxis’s mission to foster better investment outcomes using efficient, scalable tools.

About Praxis Solutions

Headquartered in Newport Beach, California, Praxis Solutions stands at the forefront of transforming the wealth and asset management industries. By harnessing a blend of deep industry expertise and cutting-edge technology, the firm aids its clientele in improving service deliverables while also reducing operational costs. As the financial landscape continues to evolve, Praxis Solutions remains committed to empowering investors and advisors through innovative solutions.

For more details, visit www.praxissolutions.com.