Mike Curley, CFA in

Mike Curley, CFA

Login to view DISC.
Executive Director, Family Wealth Director at Morgan Stanley Wealth Management
📍 Vero Beach, Florida, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
20 Years
Current Role
Executive Director, Family Wealth Director
Job Level
Senior
Location
Vero Beach, Florida, United States
Personality Overview

How Mike shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Mike cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topics
Career

Work history

9-2016
Executive Director, Family Wealth Director
Morgan Stanley Wealth Management
4-2015 - 6-2016
Managing Director, Financial Sector Strategist
Graticule Asset Management Asia
10-2011 - 9-2014
Portfolio Manager
Millennium Partners
5-2009 - 4-2011
Portfolio Manager
Citadel LLC
12-2006 - 4-2009
Managing Director
Carlson Capital, L.P.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2001 - 2003
Education details unavailable
The Tuck School of Business at Dartmouth
1994 - 1998
Education details unavailable
DePauw University
Education details unavailable
Ridgewood High School
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Sanja Mihajlovska
Sanja Mihajlovska
Sales Development Representative
Growth Era
 Jodie DiEduardo
Jodie DiEduardo
Senior Vice President Retial Banking/ Facilities
Crest Savings Bank
 Jake Smith
Jake Smith
Business Relationship Manager I
JPMorgan Chase & Co.
 Bronson Dullin
Bronson Dullin
Senior Retail Loan Underwriter
GreenState Credit Union
Unlock the full playbookSee exactly how to sell to Mike. Free, 10 seconds.