Steve Curley Email & Phone Number
Co-Managing Principal @ 55 North Private Wealth
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Steve Curley Location
- Winter Park, FL, US
Steve Curley Work
- 2025 -now Co-Managing Principal @
- 2024 -now Investment Committee Advisor @ UCF Foundation
- 2023 -2024 Founder | Managing Principal @
- 2020 -2021 Director of Investment Strategy (Post Acquision Role) @
- 2020 -now Host @ Investors First Podcast [investorsfirstpodcast.com]
- 2008 -2021 Chief Investment Officer | Principal @
- 2003 -2008 Commercial Banking @ CNLBank / R-G Crown Bank
- 2020 -now Host @ Investors First Podcast (investorsfirstpodcast.com)
Steve Curley Education
- Schwab Executive Leadership Program (ELP Class 5)
One-year executive education program designed for leaders to manage/grow wealth management firms.
2018-2019 - University of Central Florida
Master of Business Administration (M.B.A.) (Business)
2007 - University of North Florida
Bachelor's Degree (Banking & Finance, Investments Track)
Steve Curley Skills
- Investment Advisory
- Investment Management
- Financial Advisory
- Portfolio Management
- Finance
- Investments
- Leadership
- High Net Worth Individuals
- Etfs
- Index Funds
- Equity Indices
- Trading Psychology
- Market Timing
- Momentum Trading
- Covered Calls
- Stock Trading
- Managed Futures
- Quantitative Investment Strategies
- Global Tactical Asset Allocation
- Risk Budgeting
- Quantitative Investing
- Backtesting
- Marketing
- Integration
- Customer Service
- Microsoft Excel
- Business Strategy
Steve Curley Summary
- Steve Curley, based in Winter Park, FL, US, is currently a Co-Managing Principal at 55 North Private Wealth. Steve Curley brings experience from previous roles at UCF Foundation, 55 North Private Wealth, Eaton Vance and Investors First Podcast [investorsfirstpodcast.com]. Steve Curley holds a 2018 - 2019 One-year executive education program designed for leaders to manage/grow wealth management firms. @ Schwab Executive Leadership Program (ELP Class 5). With a robust skill set that includes Investment Advisory, Investment Management, Financial Advisory, Portfolio Management, Finance and more. Steve Curley has 3 emails and 1 mobile phone numbers on RocketReach.
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