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Paul Curley, Cfa Email & Phone Number
Executive Director, ISS Market Intelligence US Research, 529 and ABLE Solutions
at
ISS Market Intelligence
1 work email found
@strategic-i.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Executive Director, ISS Market Intelligence US Research, 529 and ABLE Solutions
Location
Gladwyne, Pennsylvania, United States
Company size
Who is Paul Curley, Cfa? Overview
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Quick answer
Paul Curley, Cfa is listed as Executive Director, ISS Market Intelligence US Research, 529 and ABLE Solutions at ISS Market Intelligence, a company with 142 employees, based in Gladwyne, Pennsylvania, United States. AeroLeads shows a work email signal at strategic-i.com and a matched LinkedIn profile for Paul Curley, Cfa.
Paul Curley, Cfa previously worked as Director of 529 & ABLE Research at Iss Market Intelligence and Editor-in-Chief - 529 Dash at Iss Market Intelligence. Paul Curley, Cfa holds Mba from Boston College Carroll School Of Management.
Company email context
Email format at ISS Market Intelligence
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*@strategic-i.com
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AeroLeads found 1 current-domain work email signal for Paul Curley, Cfa. Compare company email patterns before reaching out.
Profile bio
About Paul Curley, Cfa
Associate Director of 529 & ABLE Solutions where I oversee data, research, events, and digital on 529 plans and ABLE accounts for institutional clients, including the 529 Conference.The views expressed are mine and do not necessarily represent the position, strategy or opinions of ISS.
Listed skills include Research, Newsletters, Conference Speaking, Leadership, and 19 others.
Current workplace
Paul Curley, Cfa's current company
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Iss Market Intelligence
8 roles · 29 years
Paul Curley, Cfa work experience
A career timeline built from the work history available for this profile.
Director Of 529 & Able Research
CurrentPaul Curley, CFA, joined ISS Market Intelligence (which acquired Strategic Insight which acquired Financial Research Corporation) as a research analyst in 2008 and currently oversees 529 and ABLE market data, research, events and digital products and services for institutional clients, including the 529 Conference. He is the primary contact for proprietary.
Jun 2008 - Present
Editor-In-Chief - 529 Dash
CurrentThe goal of the 529 Dash is to address the specific needs and concerns of advisers and institutions who sell and service families and employers in the education financial planning process by creating and sharing industry relevant news, product training and best practices, while also building awareness and understanding of the importance of 529s, ABLE.
2014 - Present
~12 yrs 5 mos
Cfa Review Instructor And Practice Exam Writer
- BSAS Education Committee Member; 2012-2013- BSAS Membership Committee Member and Leader, 2011-2012- BSAS Fixed Income Committee Member, 2006-2008
Sep 2005 - Dec 2013
Fixed Income Operations Analyst
I served Loomis, Sayles & Company, L.P. as a fixed-income operations analyst for retail mutual funds, institutional and retirement products.
Aug 2005 - Jun 2008
Contract Portfolio Administrator
I prepared and analyzed monthly, quarterly and annual corporate financial reports. Additionally, I worked with auditors in support of GAAP financial statements and tracked fund expenses.
Jan 2005 - Aug 2005
Treasury Operations, Custody Fund Accountant
- At the time, the firm name was Investor's Bank & Trust. Since then, the firm was acquired by State Street.
- Process the NAV calculation for several global bond and equity mutual funds
- Monitor and verify fund accounting transactions such as corporate actions, security lending, mark to market, capital wires, trade settlement, and distribution rates
- Coordinated financial transactions from trading floor onto company general ledger
Jun 2001 - Dec 2004
Intern
Investa Capital
1997 - 1998
~1 yr
4 education records
Paul Curley, Cfa education
Mba
Boston College Carroll School Of Management
B.A., Economics, Political Science
Emory University
Liberal Arts (Transferred To Emory)
Union College
Diploma, Liberal Arts
Newton South
FAQ
Frequently asked questions about Paul Curley, Cfa
Quick answers generated from the profile data available on this page.
What company does Paul Curley, Cfa work for?
Paul Curley, Cfa works for ISS Market Intelligence.
What is Paul Curley, Cfa's role at ISS Market Intelligence?
Paul Curley, Cfa is listed as Executive Director, ISS Market Intelligence US Research, 529 and ABLE Solutions at ISS Market Intelligence.
What is Paul Curley, Cfa's email address?
AeroLeads has found 1 work email signal at @strategic-i.com for Paul Curley, Cfa at ISS Market Intelligence.
Where is Paul Curley, Cfa based?
Paul Curley, Cfa is based in Gladwyne, Pennsylvania, United States while working with ISS Market Intelligence.
What companies has Paul Curley, Cfa worked for?
Paul Curley, Cfa has worked for Iss Market Intelligence, Cfa Society Boston, Loomis, Sayles & Company, Columbia Management, and State Street.
How can I contact Paul Curley, Cfa?
You can use AeroLeads to view verified contact signals for Paul Curley, Cfa at ISS Market Intelligence, including work email, phone, and LinkedIn data when available.
What schools did Paul Curley, Cfa attend?
Paul Curley, Cfa holds Mba from Boston College Carroll School Of Management.
What skills is Paul Curley, Cfa known for?
Paul Curley, Cfa is listed with skills including Research, Newsletters, Conference Speaking, Leadership, Mutual Funds, Investments, 529 Plans, and Financial Services.
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