We are pleased to welcome Amy Messier to our team. Amy previously worked for Walthausen & Company, a Small Cap money manager, based in Malta, NY. Amy served as the firm’s Office Manager, performing a wide range of duties from compliance to operations.
At Curran, Amy’s role is Private Wealth Administrator, where she has responsibility for much of the behind-the-scenes tasks and functions that help us provide the best service for you, our clients. In the months ahead it is likely that you will speak with Amy by phone when you call us for assistance with your financial service’s needs. Amy resides in Albany and much prefers commuting to our downtown office than the Northway conga line.
Amy’s start is timely because Victoria (Tori) Talbot has left our employment. Victoria has relocated to Brooklyn, NY. We wish her well with the move and transition to a new job.
Sincerely,
At Curran we value service over sales and believe quality service yields happy clients. Below is our 4-step process (the first three steps at no cost to you).
A short introductory call for us to get to know one other. During this call we will discuss your financial goals, concerns and hopes for the future.
In this meeting we will go over your current financial situation, take a deeper look at your goals, discuss your risk tolerances, and collect the data necessary to build a formal proposal.
Based on our data gathering session, our Private Wealth Managers will present you with a custom proposal tailored to your needs. We encourage individuals to take the time to evaluate this proposal.
If you are comfortable with the proposal and choose to invest with Curran, our team will be there every step of the way assisting in opening the recommended accounts and facilitating all necessary parts of your onboarding process.
