Curran Investment Management

Description

Address: 30 S Pearl St, Albany, NY 12207 Hours: Closed ⋅ Opens 8:30AM Tue Monday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSaturdayClosedSundayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (518) 391-4200: : : : Category: Website: : Place name: : Website: http://www.curranllc.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Curran Wealth Management and Curran Investment Management Posting publicly on the Web Write a review Reviews Be the first to review From Curran Wealth Management and Curran Investment Management Unable to add this file. Please check that it is a valid photo. "For over 40 years, Curran Wealth Management, an asset management and financial planning firm in Albany, NY has been helping individuals achieve financial security. Curran Investment Management's institutional equity portfolios seek to generate...More "For over 40 years, Curran Wealth Management, an asset management and financial planning firm in Albany, NY has been helping individuals achieve financial security. Curran Investment Management's institutional equity portfolios seek to generate returns above their respective benchmark equity indices over a full market cycle with less risk."

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Curran Investment Management Employees

Employee
Years
Job
Industry
Emily Haggerty Emily Haggerty Albany, New York Area Details
Emily Haggerty's Curran Investment Management Experience October 2012 - Present
Job Relationship Manager at Curran Investment Management
Industry Financial Services
Experience
Curran Investment Management   October 2012 - Present
Huntington National Bank  April 2011 - October 2012
American University in Cairo  May 2007 - April 2011

Skills
Microsoft Office, Financial Analysis, Microsoft Excel, Research, Microsoft Word, Banking, Leadership, PowerPoint, Customer Service, Outlook, Risk Management, Management, Investments, Sales

Education
SUNY Cortland   2002 — 2006
Bachelor of Arts, Fine/Studio Arts, General

Danielle Saladino-Evans Danielle Saladino-Evans Albany, New York Area Details
Danielle Saladino-Evans's Curran Investment Management Experience September 2007 - December 2010
Job Corporate Communications at Fingerpaint
Industry Marketing and Advertising
Experience
Fingerpaint  June 2013 - Present
American Cancer Society  June 2014 - April 2015
Baker Public Relations  September 2011 - June 2013
Curran Investment Management   September 2007 - December 2010
Mazzone Hospitality, LLC  May 2006 - September 2007
Hearst Magazines  June 2005 - December 2005

Skills
Public Relations, Media Relations, Social Media Marketing, Social Networking, Marketing Communications, Advertising, Account Management, Public Speaking, Strategic Planning, Journalism, Editing, Corporate Communications, Digital Marketing, Marketing, Press Releases, Email Marketing, Brand Development

Education
The College of Saint Rose   2002 — 2005
BA, Major: Communications (dual minor: Journalism & Public Relations)

Larry R. Bernstein, CFA Larry R. Bernstein, CFA Greater Philadelphia Area Details
Larry R. Bernstein, CFA's Curran Investment Management Experience July 2013 - Present
Job Senior Investment Consultant at Curran Investment Management
Industry Financial Services
Experience
Rowan University  September 2014 - Present
Curran Investment Management   July 2013 - Present
Camden County College  January 2013 - Present
FIS Group  July 2010 - December 2012
Camden County College  September 2009 - May 2010
UBS Wealth Management  2005 - April 2009
Rutgers University  2004 - 2005
Ernst & Young  2001 - 2004
Clarion Group   2000 - 2001
Glenmede Trust Company  1998 - 2000

Skills
CRM, Alternative Investments, Hedge Funds, Investments, Asset Managment, Portfolio Management, Wealth Management, Equities, Due Diligence, Mutual Funds, Risk Management, Financial Analysis, Asset Allocation, Valuation, Strategic Planning, Analysis, Capital Markets, Financial Modeling, Strategy, Securities, Investment Advisory, Investment Strategies, Equity Research, Investment Management, Fund Of Funds, Financial Services, Bloomberg, Fixed Income, Institutional..., Emerging Markets, Strategic Financial..., Chartered Financial..., Corporate Finance, Financial Markets, Options, Trading, Relationship Management, Insurance, Series 63, Asset Management, Mergers & Acquisitions, Bonds, Investment Banking, Private Equity, Venture Capital, Equity Valuation, Quantitative Analytics, Finance

Education
The Ohio State University Fisher College of Business
M.B.A., Finance

Washington University in St. Louis
B.A., Political Science

Hawken School
High School Diploma

Lisa Clifford Lisa Clifford Albany, New York Area Details
Lisa Clifford's Curran Investment Management Experience July 2000 - March 2009
Job Senior Vice President, Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank  March 2009 - Present
Curran Investment Management   July 2000 - March 2009
First Albany Asset Management   July 1994 - July 2000
First Albany Corporation  July 1992 - June 1994

Skills
Strategic Financial..., Portfolio Management, Marketing, Public Speaking, Estate Planning, Non-profits, Asset Allocation, Loan Origination, Executive Management, Strategic Planning, Leadership, Investment Strategies, Strategy, Investment Management, Financial Services, Finance, Investment Advisory, Retirement, Nonprofits, Financial Advisory, Wealth Management..., High Net Worth..., Small Business, New Business Development, Wealth, Financial Planning, Investments, Wealth Management, Relationship Management

Education
St. John Fisher College   1987 — 1991
BS, Management - Concentration in Finance

St. John Fisher College   1987 — 1991
BS Management, Finance, General

Olivia Mussett, CFP® Olivia Mussett, CFP® Albany, New York Area Details
Olivia Mussett, CFP®'s Curran Investment Management Experience April 2002 - March 2006
Job President at Mussett Wealth Management
Industry Financial Services
Experience
Financial Planning Association of Northeastern NY   January 2015 - Present
Mussett Wealth Management   September 2011 - Present
Arista Wealth Advisors   April 2006 - September 2011
Curran Investment Management   April 2002 - March 2006
Prudential Securities  April 2001 - March 2002
Banc of America Securities  September 1998 - April 2001

Skills
Estate Planning, Wealth Management, Personal Finance, Insurance, Retirement Planning, Investments, Retirement, Strategic Financial..., Personal Financial..., Long Term Care Insurance, Financial Planners, Series 7, Asset Allocation, Employee Benefits, Investment Advisory, Financial Advisory, Risk Management, Financial Planning

Education
The American College   2003 — 2005
CFP, Financial Planning

The Culinary Institute of America   1992 — 1993
AOS, Pastry Arts

Kelley Boyer Kelley Boyer Albany, New York Details
Kelley Boyer's Curran Investment Management Experience May 2014 - December 2014
Job Marketing Coordinator at Excelsior College
Industry Restaurants
Experience
Excelsior College  July 2015 - Present
Buca Di Beppo  October 2007 - Present
Los Quetzales Ecolodge & Spa   March 2015 - April 2015
Curran Investment Management   May 2014 - December 2014
The Giddy Up   July 2013 - June 2014
Protective Industrial Products  March 2014 - April 2014

Skills
People Skills, Customer Service, Problem Solving, Spanish, Microsoft Word, Microsoft Excel, PowerPoint, Facebook, Twitter, Pinterest, Social Media Marketing, Marketing Strategy, High level of initiative, Cultural Sensitivity, Customer Satisfaction, Organization, Easily Adaptable, Spanish Literature, Creativity, Organizational..., Dependable Team Player, Time Management, Social Networking, Interpersonal Skill, Spanish-speaking, Teamwork, Cultural Awareness, Communication Skills, Marketing, Close Attention to..., Social Media

Education
Escuela Fronteras Santiago, Chile   2012 — 2012
Spanish Language and Literature

State University of New York at Albany   2009 — 2012
Bachelor of Science (B.S.), Business Adminstration; Marketing/Finance

South Colonie Central High School   2006 — 2009

Art Dicker Art Dicker Albany, New York Area Details
Art Dicker's Curran Investment Management Experience November 2010 - Present
Job financial services
Industry Financial Services
Experience
Curran Investment Management   November 2010 - Present

Education
Harvard Law School
JD

New York University School of Law
LL.M., in taxation

Princeton University
AB, Mathematics

Lucy Olive Lucy Olive Albany, New York Area Details
Lucy Olive's Curran Investment Management Experience November 2006 - June 2008
Job Global Payroll and Benrfits Manager, Market Force Information, Inc.
Industry Financial Services
Experience
Market Force Information  July 2015 - Present
General Electric Company  June 2008 - Present
Leverpoint Management, LLC  November 2014 - July 2015
Curran Investment Management   November 2006 - June 2008
Milliman  July 2005 - November 2006

Skills
Finance, Corporate Finance, Cash Flow, Cash Management, Managerial Finance, Financial Reporting, Relationship Management, Sarbanes-Oxley Act

Education
University of Phoenix   2004 — 2006
Master of Business Administration (MBA), Accounting

Cornell University   1988 — 1993
Bachelor's degree, Business Management and Marketing

Jim Troyan Jim Troyan Burnt Hills, New York Details
Jim Troyan's Curran Investment Management Experience September 2011 - June 2013
Job Library Clerk at Town of Ballston Community Library
Industry Libraries
Experience
Town of Ballston Community Library   May 2014 - Present
Retirement Planning Group, LLC   August 2013 - May 2014
Curran Investment Management   September 2011 - June 2013
Berkshire Bank  July 1999 - July 2011
KLH Management   October 1996 - July 1999
GE Global Research  1987 - 1990

Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investment Management, Equities, Investments, Insurance, Retirement Planning, Retirement, Personal Finance, Fixed Income, Alternative Investments, Securities, Series 7, Wealth

Education
University at Albany   1989 — 1991
MA, English Literature

University of California, Berkeley   1979 — 1980
Graduate work, Computer Science

St. Bonaventure University   1975 — 1979
BS, Mathematics, Computer Science

Cristina Scheid Cristina Scheid Albany, New York Area Details
Cristina Scheid's Curran Investment Management Experience September 2001 - Present
Job Relationship Manager at Curran Investment Management
Industry Financial Services
Experience
Curran Investment Management   September 2001 - Present

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Insurance, Public Speaking, Marketing Communications, Social Media Marketing, Public Relations, Microsoft Office, Microsoft Excel, Research, Estate Planning, Financial Services, Investments, Relationship Management

Education
SUNY Plattsburgh   1987 — 1991
Bachelor of Science (BS), International Business Management