|
INVESTMENT PROFESSIONALS
Thomas J. Curran
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.
As President and Chief Investment Officer, Tom chairs the Investment Committee and formulates the investment strategy for the firm. Tom is dedicated to meeting the investment needs of individual and Institutional investors. He brings to his clients a long-term perspective and service-oriented approach to the investment business. Tom’s primary objective is to ensure clients receive the highest level of personal service to and form long-term trusted client relationships.
Tom was one of only six advisors nationwide and the only advisor in New York State to be recognized by Research magazine, a national publication, which named him to its “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.
Prior to creating his own firms, Curran Investment Management and Curran Advisory Services, Tom served as Managing Director and Certified Portfolio Manager of Curran Investment Management of Wachovia Securities. Tom received firm wide recognition as a Platinum member of Wachovia’s Chairman’s Circle of Excellence – the highest level of recognition awarded to the firm’s top Financial Advisors.
Tom began his career at First Albany Corporation, where he was a Senior Vice President and a 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 respected 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.
Kevin T. Curran, CFA
As Vice President, Director of Research and member of the Investment Committee, Kevin helps formulate the firm’s investment strategy and ensures adherence to our investment discipline. Located in our Philadelphia office, Kevin markets the firm’s investment management services to consultants.
Kevin began his career at Lord, Abbett & Company as a Retirement Planning Specialist, where he consulted with investment advisors and helped them implement ERISA retirement plans and implement IRA asset allocation strategies. He gained valuable experience at Salomon Brothers Asset Management where he hosted meetings for prospective clients marketing equity and fixed income investment management services.
In 2000, Kevin joined Deutsche Bank where he was an Equities Research Special Situations Associate. In this role, Kevin initiated research coverage on companies and modeled and performed stock valuations. He also worked in Sales & Trading to resolve international equity trade problems and provided customers with rates on short-term instruments.
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 the highly respected NYU, Leonard N. Stern School of Business.
Kevin has passed all three levels of the CFA (Chartered Financial Analyst) Program and been awarded the prestigious Chartered Financial Analyst designation.
Louis J. Suarato
As Chief Operating Officer (COO) Lou is responsible for managing the firm’s operational, financial, regulatory and administrative matters. Louis’ high levels of accountability include acting as the firm’s liaison to outside regulatory agencies on compliance matters, interfacing with agents on Human Resource (HR) related issues, overseeing Information Technology (IT), ensuring the accuracy and timeliness of the firm’s accounting processes and acting as the primary contact for clearing and custody agents for all operational matters.
Prior to joining Curran Investment Management, Louis was a Corporate Recruiter, leveraging over 30 years of finding and selecting talent for companies. He has been a registered Financial Operations Principal in the securities industry and a member of the Securities Industry Association (SIA) and Bond Market Association (BMA) as well as an associate member of the New York Stock Exchange.
Louis has also Managed the Trading and Operations departments of Key Trust Company, established a department to support Drexel Burnham Lambert’s entrance into new domestic and global markets, developed and became Director of Nomura International Trust Company, the U.S. custodial subsidiary of Nomura Securities and was the Director of Operations for First Albany Corporation.
Andrew M. Black
As a Wealth Management Strategist, Andy works directly with clients to structure and implement successful financial plans to include asset allocation decisions, retirement, risk and estate planning.
Andy began his career at The Ayco Company, a division of Goldman Sachs, in 1998. As a member of the Corporate Executive Financial Counseling division, he assisted high net worth individuals and corporate executives with investment management, financial planning, estate planning, retirement planning, complex tax compliance, and consulting services.
In 2000, Andy joined PricewaterhouseCoopers where he was a Manager in the Personal Financial Services division. In this role, Andy continued in his work with high net worth individuals and executives while building a firm-wide Investment Consulting practice that eventually consulted on over $2 billion in assets.
Most recently Andy worked as a consultant with a management consulting firm, Blue Slate Solutions. In this role, Andy provided complex business process analysis and consulting services to multinational Financial Service firms.
Andy is a graduate of Cornell University and is currently pursuing both his Certified Financial Planner and Chartered Financial Analyst designations.
C.S. (Chip) Prestigiacomo
As a Relationship Manager, Chip 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 from the State University of New York at Albany with a degree in Business Administration, Chip began his career as an internal auditor at First Albany Corporation in 1981. In this role, he focused his efforts on reviewing all operations areas on a continuous basis to protect firm and client assets, as well as auditing the firm’s branch offices. Chip moved on from this position to become a manager/analyst in the Compliance Department. In this capacity, he managed all areas of compliance including trading surveillance, communications with the public, regulatory reporting inquiries, customer complaints, and internal investigations. He most recently worked as the Manager of Fee-Based Account Operations of First Albany Corporation, supervising the implementation and administration of the fee-based programs.
Cristina L. Scheid
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.
Anne E. Riley
As a Relationship Manager, Anne works with our team of professionals to deliver comprehensive wealth management solutions and provide our clients with the highest level of service and attention.
Anne began her career in 2002 at New York Life in Annapolis, Maryland. As a registered representative, she worked with clients to develop risk management strategies that included life, health and disability insurance. In 2003, Anne moved to Albany and joined Banc of America Investment Services as a Financial Advisor. She worked with clients to develop and implement comprehensive financial plans which addressed education, retirement, and estate planning scenarios. Anne is currently enrolled in the Certified Financial Planner (CFP) classes and has completed courses in Retirement Planning, Investments, Estate Planning and Insurance.
Teri King
As our Portfolio Administrator and Trader, Teri is responsible for our trading operations and maintaining our performance data.
A graduate from Miami University in Ohio, Teri has an MBA from the State University of NY. She began her financial services career in 1992 as a Trust Representative with Key Bank where she administered a portfolio of accounts, which included corporate debt, municipal bonds, and escrow accounts. She joined First Albany Corporation in 1996 as a Registered Account Administrator with The Curran Group. She left our group in 2000 and subsequently relocated to Kennebunk, Maine where she worked as an Associate Financial Advisor at Chittenden Securities. In this position, she managed all aspects of investment administration. She rejoined Curran Investment Management in July of 2003 as our Portfolio Administrator.
Danielle M. Saladino
As our Marketing Communications Manager, Danielle works closely with President Tom Curran on Marketing and Business Development efforts, creating new ideas and strategies that best serve our clients’ needs. Danielle is responsible for the layout, design and planning of Curran’s marketing materials including advertisements, wealth management campaigns, presentations and special events.
Danielle is also responsible for maintaining Curran's contact management program and assists in quarterly operational functions.
Danielle is a graduate of The College of Saint Rose, where she received her BA degree in Public Communications.
Danielle has a background in special events planning which has further assisted her with organization and innovative techniques to develop client communications.
Terri L. Belmonte
As our Operations Administrator, Terri is responsible for performing various administrative and accounting functions.
Before coming to Curran Investment Management Terri worked as a Fee and Contract Administrator for The Ayco Company, L.P.. In this capacity, Terri worked with three of The Ayco Companies’ eight regions to maintain client billing and to draft contracts for new business.
Terri is a graduate of Adirondack Community College with an Associates Degree in Business Administration. Terri is currently completing her Bachelors of Science with a concentration in Accounting through Empire State College.
|