Steve Curley, Cfa, Cfp® Email & Phone Number

Background:⋆ Current: My expertise/capital/experience is focused on the wealth management profession. I am the Founder of 55 North Private Wealth, a boutique Fee-Only private wealth management firm focused on helping Florida-based families optimize their taxable investment assets (while creating a virtual family office-like structure to help coordinate all of your assets). In addition to leading 55 North, I have served as a strategic advisor and thought leader in the wealth management technology space, which is something our clients at 55 North benefit from. I am passionate about education and founded the award-winning Investors First Podcast in 2020 for CFA Orlando (affiliated w/ the CFA charter & the CFA Institute, the gold standard for the investment profession in my humble opinion), where we interview thought leaders in the investment profession. I have served in a variety of roles as a volunteer and board member (President 2019-2021) for CFA Society Orlando since 2016. I serve as a member of the Investment Committee for the UCF Foundation. I also serve as a member of the finance board for the UCF College of Business.⋆ Past: Prior to founding 55 North Private Wealth, I served as Chief Investment Officer & Principal at a Fee-Only independent/boutique wealth management firm with >$2B in assets under management. We successfully exited the business in October 2020 (acquired by Eaton Vance, a publicly traded global asset manager with over $500B in assets under management).⋆ Media: I am active in the media, most notably as co-founder/host of The Investor’s First Podcast, awarded the 2020 Impact & Innovation Award (CFA Institute). I have been featured in the WSJ, Barron’s, Kiplinger, Florida Trend & more. ⋆ Aspirational: A lifetime goal of mine is to leverage my non-profit, professional non-profit & for-profit board experience to help build a globally respected investment community in Central Florida, where I was born/raised & currently reside. Recognition:⋆ Barron's (Top 1200 Financial Advisors, 2020-21; Nat'l) ⋆ Top 40 Under 40 (Investment News, 2020; Nat'l)⋆ Forbes (Top Next-Gen Wealth Advisors, 2017-19; Nat'l)⋆ Top 40 Under 40 (Orlando Business Journal, 2019; Local)⋆ Impact & Innovation Award (Society Award from CFA Institute, 2020; Global)⋆ Hall of Fame Honorable Knight Award (UCF College of Business, 2022)

Listed skills include Investment Advisory, Investment Management, Financial Advisory, Portfolio Management, and 18 others.