Paul Curley, CFA, joined Strategic Insight (SI) as a research analyst in 2008 and currently oversees college savings market research for institutional clients. He is the primary contact for data aggregation and analysis of 529 savings plans, 529 prepaid plans and distribution channels.
He authors SI's 529 Quarterly Update, an in-depth analysis of the college savings market; blogs on the college savings market for SI's 529 College Savings Views on the News; and manages quarterly publications of SI's 529 Industry Data Update and 529 Quarterly Fee Analysis. He is also the Editor-in-Chief of the 529 Dash, a weekly e-newsletter for financial advisers.
Paul conducts ad hoc research for 529 plans and discusses market issues with leading program managers. He speaks frequently on topics in the college savings market at industry conferences and with major news publications and media outlets, including The Wall Street Journal, Investment News, SmartMoney, Advisor Perspectives and Ignites. He is also the principle contact for SI's membership with the College Savings Foundation and College Savings Plan Network.
Before joining SI, Paul was at Loomis, Sayles & Company, as a fixed-income operations analyst for retail mutual funds and institutional and high-net-worth investment products. He also worked in the global treasury and custody fund accounting areas of Investor's Bank and Trust.
Paul received an MBA from Boston College, where he received the Anne Murphy Award for outstanding contribution to the program, and was accepted into the Beta Gamma Sigma honorary society. He received a Bachelor of Arts degree in economics and political science from Emory University.
He holds the Chartered Financial Analyst designation and is a member of the CFA Institute. As a member of the Boston Security Analysts Society, he has contributed to the organization as a CFA Review instructor, practice exam writer and program committee organizer from 2005 to 2013.< Back to Meet Our Team