Leadership

James Curran

James P. Curran, AIF®

In 1996, James P. Curran co-founded the firm of Curran & Lewis Investment Management, Inc. and serves as president and chief portfolio manager. Today, the firm manages more than $200 million in assets and has been recognized by Bloomberg’s Wealth Manager magazine as one of the Top 500 wealth management companies in the United States. Jim began his career in the financial services industry in 1981 as an account executive with Judy and Robinson Securities in Menlo Park. In 1983, he was promoted to branch manager of the firm’s San Jose office. Jim specializes in working with high-net-worth individual investors and executives of high-tech corporations. Over the past 30 years, Jim has conducted financial workshops for several major corporations and the California Franchise Tax Board. In addition, he teaches investment and financial planning classes through the California Community College campuses. Jim’s expertise is in the construction of investment strategies that employ multiple asset classes to lower investment risk while enhancing returns; this in turn has earned him the privilege of maintaining long-term relationships with clients. Jim is the proud father of two accomplished daughters. He actively participates in fund-raising efforts on behalf of women’s education and supports athletic programs at their current and former institutions. During the Vietnam War, he served his country in the U.S. Navy. As a first- generation citizen from Dublin, Ireland, he has an unwavering faith in the principle that free markets offer the most genuine opportunity for building and maintaining wealth for anyone who cares to participate. In his spare time, Jim loves a great round of golf.