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.
As Chief Investment Officer and chair of the investment committee, Kevin formulates the investment strategy for Curran Investment Management.Before joining Curran in 2002, 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 earned the Chartered Financial Analyst® designation from the CFA Institute
As Chief Information Officer, Janice is responsible for managing the firm’s information technology (IT) infrastructure and systems. She also manages marketing, operational matters and advises on regulatory issues and compliance. She offers specialized expertise in management and communications through the initiation and execution of various projects. Janice began working for Curran Wealth Management in 2007 as an Information Technology and Project Management Consultant, supporting our team of professionals by providing business, advisory and technical assistance.
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. Janice began her financial services career with First Albany Corporation where she was employed for fifteen years 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 automate day to day processes for employees.
Janice was born and raised in the Albany area where she currently resides with her husband.
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 of Miami University in Ohio, Teri received her MBA from the State University of New York.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.
As a wealth strategist, Donna joins our team to build and maintain the philosophy that financial management should have a holistic approach, including taxes, to offer our clients the best possible scenarios to achieve wealth.Donna is a graduate of Russell Sage College, where she earned a Bachelor of Science degree in Accounting with a minor in Economics. She holds a New York State CPA license and received her MBA from the State University of New York at Albany. Donna began her career at Coopers and Lybrand (now PriceWaterhouse Coopers) where she audited publicly traded companies and non for profits. She moved over to academia and became an Assistant Professor of Accounting at Massachusetts College of Liberal Arts (MCLA) in North Adams, MA for five years. She continued to teach at several local colleges including SUNY Albany and Siena. While she was teaching, it was important to stay active in industry so she started her own small tax firm where she researches, prepares and reviews individual and corporate tax returns. She finds great reward in planning and educating her tax clients with alternatives. Additionally, Donna has been a tax advisor for Intuit’s Turbo Tax. As a tax advisor, she fielded questions that often required researching the issues in order to provide the best alternative tax outcomes. Born and raised in upstate New York, Donna lived in NYC for five years before returning to the Capital Region to raise her daughter, Rachel.
As a Relationship Manager since 2001, 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 has completed a series of Certified Financial Planner (CFP) classes, including courses in Retirement, Tax Planning and Risk Management.
As a Relationship Manager since 2012, 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 in 2006 as the 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.Originally from Queens, NY, Emily relocated to the Albany area in 2012. Outside of business, Emily enjoys hiking and snowshoeing in the Adirondacks.
As a Relationship Manager since 2016, 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 his Certified Financial Planner™ certification 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. Away from the business, he enjoys spending time with his wife and three children.
As Investment Advisory Assistant since 2013, Linda works with our internal and external 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. During her tenure there she advanced to various positions including the dividend and compliance departments, wire room operator, assistant to the branch manager and sales assistant. Linda worked for Janney Montgomery Scott as a registered sales assistant from 2002 until joining Curran Wealth Management in 2013. She is Series 7 General Securities Representative licensed.
As a Compliance Manager, Chris assists the CEO and CCO in performing the firm's regulatory and administrative tasks. He acts as the firm's liaison to outside regulatory agencies, and assists with regulatory filings, and works to achieve and maintain GIPS verification on compliance matters. He is also responsible for Human Resource related issues for the firm.
Before joining Curran Investment Management in 2016 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.
Larry is an investment management professional and professor with many years of experience in manager and fund due diligence, equity research and portfolio management, as well as client relationship management. He is presently a Senior Investment Consultant with Curran Investment Management in its Philadelphia office and is also an Adjunct Professor at Rowan University (Economics) and at Camden County College (CCC) (Mathematics).
At Curran, where he started in July 2013, Larry develops and refines product presentations and Portfolio Fact Sheets, is the lead coordinator on the submission of RFPs, and is involved in the firm’s institutional client marketing effort. He also updates and expands descriptive narratives and other firm information in various investment databases, and conducts portfolio benchmarking analyses. In addition, he provides process review, coaching on/analysis of the institutional investment marketplace and conducts various vendor evaluations.
Previously, Larry was with FIS Group in Philadelphia from July 2010 to December 2012 as a Senior Vice President and Director of Manager Research. He directed the firm’s manager research function supervising a staff of 4 analysts. In his role he led and conducted manager due diligence, was Principal Editor of all Manager Research reports and was a voting member of the firm’s Investment Committee.
Mary Ann joined Curran in 2016 as a Financial Advisory Associate. In her role as Associate Research Analyst since 2018, Mary Ann processes accounting documents, prepares financial statements, and assists in providing IT support.
Mary Ann is a graduate of Rensselaer Polytechnic Institute where she received a Bachelor of Science degree in Biomedical Engineering and a Master of Science degree in Electrical Engineering. She is a participant in the IRS Annual Filing Season Program.
Prior to joining the firm, Mary Ann provided financial and accounting services at a financial cooperative, specializing in tax return preparation. She has also designed hardware for large computer systems and developed software for computer design systems.
As a Marketing Associate since 2017, Kelly assists our team of professionals with business development on both the retail and institutional platforms. She works directly with upper management to create all Curran Wealth Management and Curran Investment Management publications and press releases, maintains and prepares marketing presentations, maintains curranllc.com and social media platforms, and uses her creative analytic and problem solving skills to develop ways to enhance our client experience. In addition, she also supports the investment team with performance reporting.Kelly is a graduate of Mansfield University of Pennsylvania, where she earned a Bachelor of Arts degree in Vocal Music. She has also played the violin for 26 years.Kelly began her financial services career in 2011 with The Ayco Company, L.P., in Latham, NY where she worked as an Administrator. Kelly’s primary role as an Administrator was to assist Financial Advisors with managing relationships with C-Suite executives of various Fortune 500 companies providing comprehensive financial planning as well as suitable investment and insurance solutions. Born and raised in the Southern Tier of New York, Kelly has resided in the Capital District her with husband since 2007.