Mike Curley, CFA in

Mike Curley, CFA

Inquirer · DISC type cd
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.

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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

Judgemental
Upfront
ROI Conscious

They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact. They respond well to confident salespeople.

Priorities

Topics Mike cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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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.
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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)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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