INVESTMENT PROFESSIONALS     
 
     Thomas J. Curran
With more than 30 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 a President and Chief Investment Officer of Curran, 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 and to 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. Tom’s excellence in serving his client’s needs earned him membership in First Albany’s President’s Club. He held a number of respected positions at First Albany, including: Manager of Corporate Syndicate, Trader of Corporate and Government Bonds, and Manager of Life Insurance for Estate Planning.
 
 
A graduate of Temple University, Tom received his Masters of Business Administration 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.
 
        Lisa M. Clifford
As Senior Vice President and Director of Marketing & Business Development, Lisa is responsible for all of the firm’s marketing initiatives and is involved in strategic planning for the firm. She oversees the delivery of our wealth management services and is responsible for developing new products and services which will enhance our client relationships. Lisa played a key role in the creation and launch of our independent firm in 2004.
 
Lisa began her career at First Albany Corporation in 1992. As a member of the Portfolio Advisory Services division, she assisted high net worth individuals and institutional investors with investment management and consulting services. In 1995, Lisa joined First Albany Asset Management, a registered investment advisor, which managed over $600 million in discretionary client assets and over $900 million in consulting assets. As an Associate Vice President and member of the Investment Strategy Committee, she was responsible for marketing and client service, including client communications and presentations.
 
Lisa is a graduate of St. John Fisher College where she earned a degree in Finance.
 
Lisa is a member of the Investment Management Consultants Association. She is a 2004 graduate of Albany-Colonie Chamber of Commerce CAPITAL LEADERSHIP Program. She is Vice President of Wildwood Foundation, an organization which supports programs and services that empower and enable children and adults with neurologically- based learning disabilities, autism, and other developmental disorders to lead independent, productive and fulfilling lives. Lisa also serves as a board member of The Community Foundation for the Capital Region.
 
Lisa was recognized by the Albany-Colonie Regional Chamber and received their 2007 "Women of Excellence"  award for Excellence in Sales and Marketing.  Lisa was named to the 2005 Business Review’s “40 under Forty” publication, recognizing business professionals under the age of 40 who have achieved professional success and have a commitment to the communities in which they live and work. She has been named to Marquis Who’s Who of American Women® and is a member of the National Association of Female Executives (NAFE).
  
   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.
 
      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 Associate, Danielle works closely with our Senior Vice President and Director of Marketing & Business Development, Lisa Clifford to create new ideas and strategies that best serve our clients’ needs.  Danielle assists in the layout, design and planning of Curran’s marketing materials including advertisements, wealth management campaigns, presentations and special events. 

Currently, she is working independently on redesigning Curran’s website to enhance its functionality. 

Danielle is a graduate of The College of Saint Rose, where she received her Bachelor of the Arts degree in Public Communications. 

Danielle has a background in special events planning which have further assisted her with organization and innovative techniques to develop client communications. 

       Molly T. Garner
 
 As our Operations Administrator, Molly is responsible for performing various administrative and accounting functions.
 
Before joining Curran Investment Management, Molly worked as an office manager for a small wholesale/retail company.  In this capacity, Molly handled operational functions of the company including accounting, bookkeeping, human resources and direct support to the president of the company.
 
Molly is a graduate from The Sage Colleges.