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Our Team

The quality of our firm begins with the quality of our professionals.


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Thomas J. Curran

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

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. 

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Kevin T. Curran

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

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.

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Janice M. Galazzo

Chief Information Officer

Janice M. Galazzo

Chief Information Officer

Phone: (518) 391-4260    Email: jgalazzo@curranllc.com 

As Chief Information Officer, Janice is responsible for managing the firm’s information technology (IT) infrastructure and systems. She also manages 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.

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Alexis Meeks, CPA

Tax Manager

Alexis Meeks, CPA

Tax Manager

Phone: (518) 391-4222    Email: ameeks@curranllc.com

Alexis Meeks joined Hippo Tax Services in 2019 as Tax Manager. Alexis is a licensed Certified Public Accountant (CPA) with over 20 years of accounting experience. As Tax Manager, Alexis provides income tax planning, preparation, and aid in compliance with income tax laws for clients of Hippo Tax Services. Alexis also works with current and prospective clients of Curran Wealth Management to provide them with strategic advice geared towards understanding their entire financial wellbeing. This includes creating a tax plan by analyzing how their daily transactions drives their year-end results and overall performance.

Prior to joining Curran, Alexis was a senior manager at a local CPA firm. She assisted individuals and businesses with varying tax needs. She provided them with tax planning, tax preparation, financial statement preparation and overall business development and management strategies.

Alexis is a graduate of the State University of New York College at Oneonta with a Bachelor of Science degree in Accounting, and received her Masters of Business Administration with an emphasis in Finance from Union College.

Christopher J. DeWitt, Esq. Photo Christopher J. DeWitt, Esq. Hover Photo
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Christopher J. DeWitt, Esq.

Compliance Manager

Christopher J. DeWitt, Esq.

Compliance Manager

Phone: (518) 391-4292    Email: cdewitt@curranllc.com

As Compliance Manager, Chris assists the CEO/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. He is also responsible for Human Resource related issues for the firm.

Before joining Curran Investment Management in 2016 Chris was employed by  the Law Offices of Young K. Park, a Philadelphia based law firm, where he handled a variety of cases including 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 New York, Pennsylvania and New Jersey. He is also a General Securities Representative with a Series 7 License.

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Derek Gray, CFP®

Director of Private Wealth Management/Wealth Strategist

Derek Gray, CFP®

Director of Private Wealth Management/Wealth Strategist

Phone: (518) 391-4270   Email: dgray@curranllc.com

As Director of Private Wealth Management/Wealth Strategist, Derek is dedicated to providing clients with financial solutions designed to generate wealth, maximize the value of their assets, protect their financial security, and, ultimately, to enhance their quality of life. With a priority of providing the highest level of service and attention, Derek attends to client matters relating to investments, retirement, insurance, tax planning, estate planning and other areas pertinent to the financial well-being of our clients.

Derek arrived at Curran Wealth Management in 2016 already with an extensive experience in the financial industry. Prior to Curran Wealth Management, Derek worked for The Ayco Company, L.P., A Goldman Sachs Company in Albany, NY from 2007 until 2016 as a Senior Financial Planner. At Ayco, his primary role was to provide comprehensive financial planning and implement suitable investment and insurance solutions to a client base consisting of executives of various fortune 500 companies. Prior to Ayco, Derek first 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. 

Derek has obtained his Certified Financial Planner™ certification from the CFP Board of Standards. He is a graduate of the State University of New York at Oneonta, where he earned a Bachelor of Science degree in Business Economics. Additionally, Derek 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.

Although born in North Carolina, Derek moved with his family to New York and has resided in the Capital District since early childhood. Away from business, he enjoys spending time with his wife and three children. Additionally, Derek volunteers his time to enhance his profession as an active member of the board of directors for the Northeastern New York chapter of the Financial Planning Association.


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Cristina L. Scheid

Private Wealth Manager

Cristina L. Scheid

Private Wealth Manager

Phone: (518) 391-4226     Email: cscheid@curranllc.com

As a Private Wealth 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.

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Emily Bornhorst

Private Wealth Manager

Emily Bornhorst

Private Wealth Manager

Phone: (518) 391-4248    Email: ebornhorst@curranllc.com

As a Private Wealth 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.

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Andrew Minnick

Private Wealth Manager

Andrew Minnick

Private Wealth Manager

Phone: (518) 391-4255   Email: aminnick@curranllc.com

As a Private Wealth Manager since joining Curran Wealth Management in 2020, Andrew works with our team of professionals to deliver comprehensive wealth management solutions and provide our clients with the highest level of service and attention.

As a graduate of State University of New York at Oswego, Andrew began his career at Ayco, a Goldman Sachs Company, in 2014. As a Senior Financial Analyst/Senior Team Leader, Andrew was responsible for providing comprehensive financial planning and investment solutions to a myriad of employees and executives from several fortune 500 companies. Andrew's experience includes, but is not limited to investment management, insurance analysis, retirement planning, education planning, budgeting, taxation, and estate planning.

Andrew earned his Bachelor of Science in Accounting at the State University of New York at Oswego and a Master of Business Administration with a concentration in Management from the State University of New York at Albany. Additionally, Andrew is a General Securities Representative with Series 7, SIE, and Series 66 licenses.

Outside of business, Andrew enjoys spending time with his wife and son exploring the outdoors. One of his passions includes swimming, as he competed from high school throughout his college career.

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Estelle Yedynak

Private Wealth Coordinator

Estelle Yedynak

Private Wealth Coordinator

Phone: (518) 391-4237     Email: eyedynak@curranllc.com

As a Private Wealth Coordinator since joining Curran Wealth Management in 2021, Estelle works with our team of professionals to assist in seeking any potential opportunity to deliver the most valuable client driven solutions, ensure the maximization of savings vehicles, investments, and assets, while enhancing their quality of life by providing peace of mind and financial security.

As a graduate of Ithaca College, Estelle began her financial career at Ayco, a Goldman Sachs Company. As a Financial Analyst, Estelle was responsible for providing a comprehensive approach to financial planning to meet her client’s specific needs, catering to retirement, asset allocation, budgeting, estate planning, education funding, long term care, and life insurance. Her past client base consisted of an array of fortune 500 companies, of all ages, positions, and financial demographics.

Estelle earned her bachelor’s degree in Healthcare Management while attending Ithaca College, with specific concentrations in Legal Studies and Business Finance.

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Victoria Talbot

Private Wealth Administrator

Victoria Talbot

Private Wealth Administrator

Phone: (518) 391-4280     Email: vtalbot@curranllc.com

As a Private Wealth Administrator since joining Curran Wealth Management in 2021, Tori works closely with clients to assist in day-to-day account maintenance and operational support. Tori assists clients in opening new accounts, distributing wires, processing checks, answering questions regarding the Panorama portal all while providing a line of communication between clients and our Private Wealth Managers.

As a graduate of Le Moyne College, Tori earned a Bachelor of Science in both Finance and Business Analytics. In 2018, Tori began her career at Ayco, a Goldman Sachs Company working as a Senior Operations Analyst. As a Senior Operations Analyst, Tori was responsible for opening new accounts and ensuring the applications were sent to the clients in good order. Outside of work, Tori enjoys travelling and spending time with her family.

 

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Sean T. Battle

Trader & Portfolio Administrator

Sean T. Battle

Trader & Portfolio Administrator

Phone: (518) 391-4215    Email: sbattle@curranllc.com

As our Trader & Portfolio Administrator, Sean is responsible for trading operations, and maintaining client portfolios and performance data.  Sean is a General Securities Representative with a Series 7 License. Sean also holds a Series 66 Uniform Combined State Law, Series 3 National Commodities Futures and Series 52 Municipal Securities Representative Licenses.

Prior to joining Curran in 2019, Sean was with The Ayco Company, LP, A Goldman Sachs Company, based in upstate New York where he began his career in financial services. During his 17 year tenure, he held various positions in Private Wealth Management developing a diverse skill set. He was an Associate in Goldman Sachs Investor Services and Ayco Fixed Income where he worked internally and with high net worth clients. He built an extensive knowledge of investing and trading equity, fixed income, equity/index options, mutual funds and foreign currencies. 

Sean graduated from the University of Delaware in 2002 with a Bachelor of Science in Finance, and received his Masters of Business Administration with an emphasis in Finance from the State University at Albany in 2010.



 

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Mary Ann Geiss

Associate Research Analyst

Mary Ann Geiss

Associate Research Analyst 

Phone: 518-391-4240     Email: mageiss@curranllc.com

Mary Ann joined Curran in 2016. In her role as an Associate Research Analyst, Mary Ann supports the investment team with analysis including equity screening, creates reports, and updates portfolio characteristics on databases for external asset management screening. In addition, Mary Ann assists in providing IT technical 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.

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Emma Pasquali

Public Relations & Social Media Manager

Emma Pasquali

Public Relations & Social Media Manager

Phone: (518) 391-4285   Email: epasquali@curranllc.com

As a Public Relations and Social Media Manager, Emma works with our team of professionals to deliver quality company branding and representation in print and across all media channels. She also manages our website,  blog "Curran Views" and assists producing content for our YouTube Channel. Emma also works closely with our relationship managers to ensure clients receive thorough instruction on how to use our Panorama client portal.

As a graduate of State University of New York at Plattsburgh, Emma earned her Bachelor of Arts in Public Relations. Emma began her career in as a Marketing and Sales Associate for Gatherer’s Gourmet Granola conducting market research and representing the brand across 40 Hannaford Supermarkets across the state. Emma was responsible for comprehensive market analysis on competitors, supplying quality customer service at each venue she presented the product and achieved the top product sales during her time at Gatherer's. 

Outside of business, Emma enjoys dancing professionally with Synergia Dance Project in Troy, NY, snowboarding in the Adirondacks and spending time with her family.