Steve Curley

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Finance

Consumer Services

Profil

Stephen Armfield Curley is the founder of 55 North Private Wealth LLC, founded in 2023, holding the title of Co-Managing Principal since 2025.
Former jobs include Vice President & Director of Investment Strategy at Eaton Vance WaterOak Advisors from 2020 to 2021, Chief Investment Officer & Principal at Water Oak Advisors LLC from 2008 to 2020, and Portfolio Manager at CNLBancshares, Inc. in 1998.
Education history includes an MBA from the University of Central Florida conferred in 2007 and an undergraduate degree from the University of North Florida conferred in 2003.

Postes actifs de Steve Curley

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Anciens postes connus de Steve Curley

Sociétés	Poste	Fin
Eaton Vance WaterOak Advisors Eaton Vance WaterOak Advisors Investment ManagersFinance WaterOak provides customized investment advice to meet the needs of individual clients through a variety of investment strategies, including equity, income, mixed-asset, and alternative strategies. The firm generally seeks to achieve above-average long-term investment results for its clients through emphasis on equity, debt instruments, real assets and currencies judged by WaterOak to have unrecognized value or investment potential.	Gestionnaire de Portefeuille-Actions	01/07/2021
Water Oak Advisors LLC Water Oak Advisors LLC Investment ManagersFinance Water Oak Advisors (WOA) services involve the development of dynamic asset allocation strategies that are implemented using exclusive, institutionally priced funds. The firm's asset allocation process involves the development of model portfolios based on each specific client’s time frame, required rate of return and personal tolerance or risk, as well as utilizing modern portfolio theory as a tool for portfolio construction. WOA utilizes a factor-based approach formulated on academic-based evidence. A factor-based approach utilizes time-tested principles based on academic risk factors such as the market, size (small vs. large stocks), style (value vs. growth), momentum, profitability, term/credit factors (fixed income), as well as alternative investments, including alternative asset classes (exotic beta) and alternative strategies (hedge fund beta). From time to time, WOA utilizes outside consultants to assist the investment committee with timely market research, as well as mean variance optimization and historical studies to ensure that our models reflect the impact of correlation, volatility (realized volatility) and friction, as well as being consistent with the expectations with their client’s risk objective. or risk, as well as utilizing modern portfolio theory as a tool for portfolio construction. WOA's Tactical Portfolios seek to outperform broad equity market indices utilizing tactical asset allocation. Adjustments are actively made to the portfolio based on a combination of quantitative indicators. ^	Directeur en chef des Investissements	26/10/2020
CNLBancshares, Inc. CNLBancshares, Inc. Financial ConglomeratesFinance Bank holding company	Corporate Officer/Principal	31/01/1998

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Entreprise privées	5
University of Central Florida University of Central Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
University of North Florida University of North Florida Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Eaton Vance WaterOak Advisors Eaton Vance WaterOak Advisors Investment ManagersFinance WaterOak provides customized investment advice to meet the needs of individual clients through a variety of investment strategies, including equity, income, mixed-asset, and alternative strategies. The firm generally seeks to achieve above-average long-term investment results for its clients through emphasis on equity, debt instruments, real assets and currencies judged by WaterOak to have unrecognized value or investment potential.	Finance
Water Oak Advisors LLC Water Oak Advisors LLC Investment ManagersFinance Water Oak Advisors (WOA) services involve the development of dynamic asset allocation strategies that are implemented using exclusive, institutionally priced funds. The firm's asset allocation process involves the development of model portfolios based on each specific client’s time frame, required rate of return and personal tolerance or risk, as well as utilizing modern portfolio theory as a tool for portfolio construction. WOA utilizes a factor-based approach formulated on academic-based evidence. A factor-based approach utilizes time-tested principles based on academic risk factors such as the market, size (small vs. large stocks), style (value vs. growth), momentum, profitability, term/credit factors (fixed income), as well as alternative investments, including alternative asset classes (exotic beta) and alternative strategies (hedge fund beta). From time to time, WOA utilizes outside consultants to assist the investment committee with timely market research, as well as mean variance optimization and historical studies to ensure that our models reflect the impact of correlation, volatility (realized volatility) and friction, as well as being consistent with the expectations with their client’s risk objective. or risk, as well as utilizing modern portfolio theory as a tool for portfolio construction. WOA's Tactical Portfolios seek to outperform broad equity market indices utilizing tactical asset allocation. Adjustments are actively made to the portfolio based on a combination of quantitative indicators. ^	Finance
CNLBancshares, Inc. CNLBancshares, Inc. Financial ConglomeratesFinance Bank holding company	Finance