OUR PEOPLE     
 
Tom Curran - Curran Investment ManagementThomas J. Curran
 
Chief Executive Officer

With more than 40 years of experience in the securities business, Tom Curran has served his clients’ financial interests through his dedication and common-sense approach to successful investing.  Tom chairs the Investment Committee and formulates the investment strategy for the firm. He is also the firm's Chief Compliance Officer. 
 
Prior to forming Curran Investment Management, Tom served as Managing Director and Certified Portfolio Manager of Curran Investment Management of Wachovia Securities, where he received firm-wide recognition as a Platinum member of Wachovia's Chairman's Circle of Excellence.

Tom began his career at First Albany Corporation, where he was Senior Vice President and Managing Director of First Albany Asset Management.  He held a number of respected positions at First Albany, including: Corporate Syndicate Manager, Corporate and Government Bonds Manager, and Manager of Life Insurance and Estate Planning

A graduate of Temple University, Tom received his MBA from the Wharton School at the University of Pennsylvania in 1968. He was a Fels Fellow at the University of Pennsylvania's Fels Institute of Local and State Government. Tom was one of only six advisors nationwide to be named to Research magazine's "2006 Advisor Hall of Fame." Tom was recognized for his superior client service and earning the respect of his peers and the broader community for the honor he reflects on his profession.
 
 
Kevin T. CurranKevin T. Curran, CFA
 
Chief Investment Officer & Portfolio Manager

As Director of Research and member of the Investment Committee, Kevin helps formulate the firm’s investment strategy and ensures adherence to the firm's investment discipline.

Before joining Curran in 2004, Kevin was an Equities Research Special Situations Associate at Deutsche Bank. In this role, Kevin initiated research coverage on companies and modeled and performed stock valuations. Kevin began his career at Lord, Abbett & Company as a Retirement Planning Specialist, where he consulted with investment advisors on the implementation of ERISA retirement plans and IRA asset allocation strategies. He gained valuable experience at Salomon Brothers Asset Management in marketing and client service before working as an equity research associate at Deutsche Bank.

A graduate of Lafayette College with a degree in Government and Law, Kevin obtained a Master of Business Administration with an emphasis in Finance at New York University's Leonard N. Stern School of Business. He received the Chartered Financial Analyst designation from the CFA Institute.
 
 
Catherine A. Groden
 
Chief Operating Officer & Regulatory Liaison

As Chief Operating Officer, Cathy is responsible for managing the firm's operational, financial, regulatory and administrative matters. She acts as the firm's liaison to outside regulatory agencies on compliance matters, and is responsible for Human Resource related issues for the firm.

A graduate of the University of Dayton in Ohio, Cathy earned her MBA from the E. Philip Saunders College of Business at Rochester Institute of Technology.  She began her financial services career in Rochester, NY in 1985 as Operations Manager for Burgess & Leith/Advest.  She later held a major role in the growth of Brighton Securities, a locally owned full service financial securities firm.  She recently relocated to the Capital Region where she resides with her husband.

  

Teri King

Trader & Portfolio Administrator

As our Portfolio Administrator and Trader, Teri is responsible for our trading operations and maintaining our performance data.

Teri began her financial services career in 1992 as a Trust Representative with Key Bank where she administered a portfolio of accounts, including corporate debt, municipal bonds, and escrow accounts.  She started working with Tom in 1996 after she joined First Albany and became a Registered Account Administrator.

A graduate from Miami University in Ohio, Teri has an MBA from the State University of NY. She is a General Securities Representative with a Series 7 License, a Series 24 General Securities Principal, Series 4 Registered Options Principal, and Series 53 Municipal Securities Principal.

 
 
Arthur F. Dicker, JD, LL.M., CFP®
 
Wealth Strategist

As the Wealth Strategist, Art works with our relationship managers and clients to structure and implement financial plans.  He deals with client issues relating to estate planning, retirement planning, taxes and insurance, among other areas.

Art is a graduate of Princeton University and Harvard Law School.  He earned an advanced law degree (LL.M. in taxation) from New York University School of Law.  Art is admitted to practice law in New York, New Jersey and California.  In addition he has obtained the Certified Financial Planner designation from the CFP Board of Standards.

Earlier in his career, Art practiced as a securities lawyer, working for the former PaineWebber Incorporated and for First Albany Corporation.  More recently he was employed by the Pierro Law Group LLC, specializing in taxes and estate planning.  Art has also worked in tax compliance for an accounting firm and for a financial planning firm.
 

Cristina L. Scheid

Relationship Manager

As a Relationship Manager, Cristina works with our team of professionals to deliver comprehensive wealth management solutions and provide our clients with the highest level of service and attention.

Cristina began her career in 1991 at First Albany Corporation. As a member of the Financial Services Department, Cristina was responsible for marketing special products to the firm’s Investment Executives. She also worked as a registered sales assistant for more than four years concentrating her efforts on client services. In 2000, Cristina joined Morgan Stanley as a Financial Advisor, part of a team of three advisors and specializing in financial planning. After assisting clients to put their plans into action, she continued to monitor the plan’s progress and to keep her clients updated as to the plan’s success. Cristina is a graduate of the State University of NY at Plattsburgh with a degree in International Business.

Cristina is currently enrolled in a series of Certified Financial Planner (CFP) classes, having already completed courses in retirement and tax planning and risk management.
 

 

Emily Haggerty
 
Relationship Manager

As a Relationship Manager, Emily works with our team of professionals to deliver comprehensive wealth management solutions and provide our clients with the highest level of service and attention.

A graduate of the State University of New York at Cortland, Emily began her career as the Investment Coordinator and Associate Investment Analyst for the American University in Cairo. Working closely with the Chief Investment Officer and Board of Trustees, Emily was responsible for monitoring the University's endowment and aiding in the research and analysis of new investment opportunities.

Emily also has experience in indirect and commercial lending. As the Senior Relationship Associate for the New England Auto Finance division of Huntington National Bank, Emily provided support and guidance to clients utilizing Huntington's financing services.  Originally from Queens, NY, Emily recently relocated to the Albany area after most recently living in Boston.
 
Derek Gray, CFP®
 
Relationship Manager

As a Relationship Manager, Derek works with our team of professionals to deliver comprehensive wealth management solutions and provide our clients with the highest level of service and attention.

Derek is a graduate of the State University of New York at Oneonta, where he earned a Bachelor of Science degree in Business Economics. He is a General Securities Representative with Series 7, Series 66, and Series 6 Licenses and also possesses his Life, Accident & Health Insurance License from New York State. Additionally, Derek has obtained the Certified Financial Planner designation from the CFP Board of Standards.

Derek began his financial services career in 2004 with The Phoenix Companies in East Greenbush, NY where he serviced clients with a variety of life insurance and wealth management products. From 2007 until joining Curran Investment Management in 2016, he worked for The Ayco Company, L.P., A Goldman Sachs Company in Albany, NY. Derek’s primary role with Ayco was to manage relationships with executives of various fortune 500 companies providing comprehensive financial planning as well as suitable investment and insurance solutions. Born in North Carolina, Derek moved to New York and has resided in the Capital District since early childhood.

 

Linda Petersen
 
Investment Advisory Assistant

As Investment Advisory Assistant, Linda works with our team of professionals to provide customer account maintenance and operational support.
 
Linda began her career at First Albany Corporation in 1982 as a data input operator. Throughout the years she took advantage of opportunities presented to her and held various positions in the dividend and compliance departments. She also was a wire room operator and the assistant to the branch manager. In 1993 she passed the Series 7, General Securities Representative and Series 63, Uniform Securities Agent State exams. For ten years she was employed with Janney Montgomery Scott as a registered sales assistant and was responsible for overseeing an office of five brokers.
 
 

Christopher J. DeWitt, JD

Financial Planning Associate

As a Financial Planning Associate, Chris works closely supporting our Wealth Manager and clients to assist in structuring and implementing financial plans.  In addition he also assists with firm compliance, regulatory filings and GIPS verification.

Before joining Curran Investment Management Chris was the primary litigator at the Law Offices of Young K. Park, a Philadelphia based law firm, where he handled a variety of cases including a number of business and contract disputes.  Prior to that, he clerked for Judge Ida Chen in the Philadelphia Court of Common Pleas.  Originally an Albany native, Chris has recently returned to the Capital District with his family.

Chris is a graduate of RPI (Rensselaer Polytechnic Institute) and Temple University School of Law.  Chris is admitted to practice law in Pennsylvania and New Jersey.

 

Gopika Shah

Associate Research Analyst

As Associate Research Analyst, Gopika is responsible for supporting the investment team with analysis, maintaining Excel models, and updating investment databases. Prior to joining the firm in September 2016, Gopika worked at BlackRock for over five years. She started as a Cash Events Analyst resolving exceptions on fixed income and equity payments working with internal teams, custodians, brokers, and paying agents. Afterwards, she moved on to be a Cash Services Associate providing direct support to the portfolio managers to ensure any cash related issues were resolved in a timely fashion.

Gopika is a graduate of Rutgers University with a Bachelor of Arts degree in Economics and Philosophy. 

 

Janice Galazzo

Consultant, IT & Project Management

As an Information Technology and Project Management Consultant, Janice supports our team of professionals by providing business, advisory and technical assistance. She offers specialized expertise in management and communications through the initiation and execution of various projects.

A graduate from the State University of New York at Albany, Janice has a Bachelor of Arts in English, with minors in Computer Science and Business Administration. For fifteen years she was employed with First Albany Corporation, holding a number of respected positions including Supervisor of Treasury Management, Liaison of the Operations Division, Manager of Desktop Services and her latest position being Vice President of Project Management. At First Albany Corporation, Janice was responsible for coordinating corporate initiatives with vendors, analyzing business processes, making recommendations and implementing changes to streamline and automating day to day processes for employees.

Outside of Curran, Janice is a Pastoral Associate for Faith Formation at St. Henry’s Church in Averill Park.