Thomas J. Curran

Founder and CEO

Thomas J. Curran is the Founder and Chief Executive Officer of Curran Wealth Management, Curran Investment Management and HIPPO Tax Services. Tom had a vision to give every client a panoramic view of their future. To achieve this, he championed comprehensive financial planning that embodied all aspects of life with a team of professionals that encompasses investment management, wealth management and tax preparation services. To learn more about our professionals, please click on the links above. 

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

Co-CEO and Chief Investment Officer

Phone: (518) 391-4210     Email: kcurran@curranllc.com

As Co-CEO and Chief Investment Officer, 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.

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

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.

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.