Our Team / Investment Team

John Paul Curtin

Investment Analyst

jpcurtin@agilipersonalcfo.com

 

Professional headshot photo of Agili Investment Analyst, John Paul Curtin.

Job Description

As an Investment Analyst, I work with Agili’s Financial Strategists to review and monitor client investment portfolios. I also research and analyze potential investment opportunities for our Investment Policy Committee. In addition, I provide research and analytical support for the firm’s alternative investments. 

Education and Credentials

  • Bachelor of Business Administration in Finance, James Madison University

Community Engagement

  • Wrestling Coach, Benedictine College Preparatory School

What is a career highlight for you?

The experience I gained through navigating the markets in 2020. I learned a lot of valuable lessons in a very short amount of time.

Job Description

As an Investment Analyst, I work with Agili’s Financial Strategists to review and monitor client investment portfolios. I also research and analyze potential investment opportunities for our Investment Policy Committee. In addition, I provide research and analytical support for the firm’s alternative investments. 

Education and Credentials

  • Bachelor of Business Administration in Finance, James Madison University

Community Engagement

  • Wrestling Coach, Benedictine College Preparatory School

What is a career highlight for you?

The experience I gained through navigating the markets in 2020. I learned a lot of valuable lessons in a very short amount of time.

More About John Paul

My favorite vacation: Hawaii is at the top of the list, but anywhere with a beach.

What excites me about my work is helping clients achieve their investment goals.

My favorite book is A Painted House by John Grisham.

1806 Summit Avenue
Suite 100
Richmond, VA 23230

74 West Broad Street
Suite 320
Bethlehem, PA 18018