William Curran, Cima® Email and Phone Number
William Curran, Cima® work email
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William Curran, Cima® personal email
Permit Capital Advisors serves as a trusted Investment Officer to its clients.• Independently Owned• Objective Advice• Zero Conflicts of Interest• Sophisticated Customized Investment Solution• Foundations, Endowments, Pensions and Private Clients• Brings the Best Practices of Multi-Billion Dollar Institutions & Family Offices to ClientsSpecialties: • Total Portfolio Management w/i Specific Risk Profile : External, Operational & Investment• Global Equity & Fixed Income, Hedge Funds, Private Equity, Real Estate & Commodities• Integrated Active and Passive Investment Solution
Cerity Partners
View- Website:
- ceritypartners.com
- Employees:
- 211
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PartnerCerity Partners Apr 2022 - PresentPhiladelphia, Pennsylvania, United States
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PartnerPermit Capital Advisors, Llc Oct 2018 - Apr 2022West Conshohocken, Pa
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Vice PresidentHirtle, Callaghan & Co. Aug 2006 - Oct 2018I served as an Outsourced Chief Investment Officer to Endowments, Foundations and HNW family groups throughout a Mid-Atlantic geography. In this CIO role, I built portfolios and managed risk within a conflict free investment program focused on strategic capital allocation and selection of independent specialist money managers. Customized programs may include Global Equities, Global Fixed Income, Hedge Funds, Private Equity, Real Estate and/or Commodities. -
CaptainUs Marine Corps Oct 2000 - Oct 2005I was responsible for the leadership & training of Company (165 Marines, 30 vehicles) and Platoon (42 Marines, 6 vehicles) size elements of Light Armored Reconnaissance Vehicles with Alpha Company, 2d LAR Battalion, 2d Marine Division. I was deployed to Iraq in support of Operation Iraqi Freedom in 2003. I held the positions of Executive Officer and Platoon Commander.• NAVY Marine Corps Commendation Medal with Valor• Combat Action Ribbon• Presidential Unit Citation -
Asst. Vice PresidentDelaware Investments Jan 1994 - Sep 2000I was responsible for client development and service throughout a Mid Atlantic and Northeast geography of fee based financial advisors using separate account money management. Additionally, I was responsible for the product management of US Large Cap Value, US Small Cap Growth and International Developed Market portfolios.
William Curran, Cima® Skills
William Curran, Cima® Education Details
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Business Administration -
Certified Investment Management Analyst -
Economics / Business Management -
Millbrook SchoolHigh School
Frequently Asked Questions about William Curran, Cima®
What company does William Curran, Cima® work for?
William Curran, Cima® works for Cerity Partners
What is William Curran, Cima®'s role at the current company?
William Curran, Cima®'s current role is Partner at Cerity Partners.
What is William Curran, Cima®'s email address?
William Curran, Cima®'s email address is bc****@****han.com
What schools did William Curran, Cima® attend?
William Curran, Cima® attended Boston University, The Wharton School, Ohio Wesleyan University, Millbrook School.
What skills is William Curran, Cima® known for?
William Curran, Cima® has skills like Hedge Funds, Investments, Portfolio Management, Equities, Fixed Income, Investment Management, Leadership, Risk Management, Strategy, Management, Alternative Investments, Financial Advisory.
Who are William Curran, Cima®'s colleagues?
William Curran, Cima®'s colleagues are Kirill Buzinov, Gerard Burke, Emily Herring, Cpa, Elizabeth (Libby) Dawson, Grant Smith, Paul Mcgloin, Carole Mckeown.
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