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Blake W. Curle, CFA, CFP®

Blake brings more than a decade of experience in private wealth management. In his role as Associate, Blake works alongside the Advisors on client portfolio management and financial planning. He has developed particular expertise in tax and retirement planning and has become the firm’s technical lead in these areas.

Blake earned a bachelor’s degree in Finance from Grove City College. He holds the Chartered Financial Analyst (CFA) and the Certified Financial PlannerTM (CFP®) designations.

Blake resides in Moon Township with his wife and two daughters. In his free time, he enjoys spending time with family, sports, and cooking.

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