Blake W. Curle, CFA, CFP®
Advisor, Partner
Areas of Expertise:
Tax planning, retirement planning, portfolio design
Favorite Pastimes:
Coaching my kids’ soccer teams, barbecuing, reading, rooting in vain for Chicago sports teams
Hometown:
Mahomet, Illinois
Loves:
Good food, games, getting outside
GC Tour of Duty:
2016 to present
Blake W. Curle, CFA, CFP®
Advisor, Partner
I bring to my role as Advisor more than a decade of experience in private wealth management. I have primary responsibility for managing client relationships and advising clients on portfolio design and financial planning matters. I have developed considerable expertise in the areas of retirement and benefits planning and often serve as the firm’s technical lead on these topics.
I earned a Bachelor’s degree in Finance from Grove City College and hold the Chartered Financial Analyst (CFA) and CERTIFIED FINANCIAL PLANNERⓇ designations. I am proud to have been invited to review the content for the CFA Institute’s new Advanced Private Wealth Management learning program, offering feedback from an expert practitioner’s perspective.
I reside in Moon Township with my wife, Shannon, and our children, Delaney, Susannah, and James. In my free time, I enjoy spending time with family, watching sports, and cooking.
Areas of Expertise:
Tax planning, retirement planning, portfolio design
Favorite Pastimes:
Coaching my kids’ soccer teams, barbecuing, reading, rooting in vain for Chicago sports teams
Hometown:
Mahomet, Illinois
Loves:
Good food, games, getting outside
GC Tour of Duty:
2016 to present
