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Thomas J. Curran

Founder, CEO - Curran Wealth Management, Curran Investment Management & Hippo Tax Services 


Thomas J. Curran is the Founder and Chief Executive Officer of Curran Wealth Management, Curran Investment Management and HIPPO Tax Services

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 is a member of 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.

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.

Tom began his career at First Albany Corporation, where he spent 24 years. As Senior Vice President and part of First Albany Corporation’s Private Client Group, Tom formed “The Curran Group” in 1996 to provide his clients with discretionary investment management services paired with a strong commitment to personal service. In 1998, the Curran Core Growth Equity portfolio was incepted, commencing a long, independently verified track record of risk-adjusted large-cap domestic equity out-performance that is still ongoing today.
 
In 2000, First Albany Corporation sold its Private Client Group to First Union Securities. As part of First Union Securities and later through the merger with Wachovia Securities, we continued to build a diverse client base and introduce our investment management services to individual and institutional clients.
 
In 2004, Tom and his team of eleven investment professionals left Wachovia Securities and formed Curran Investment Management, a limited liability company and federally registered investment advisor. 

In 2017, to better reflect the comprehensive services offered, Tom created Curran Wealth Management. Wealth Management better represents all of the comprehensive financial planning services we offer. 


Kevin T. Curran, CFA

President of Curran Investment Management, Chief Investment Officer & Portfolio Manager


As President, Chief Investment Officer, Portfolio Manager 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.

Kevin also serves as a member of the Union League of Philadelphia’s endowment board.