Cache
Steve Curley, CFA, CFP®, is the Founder and Chief Investment Strategist at 55 North Private Wealth, a firm dedicated to serving high net worth investors and families with taxable investment assets since October 2023. Curley is also the Co-Founder and Host of the Investors First Podcast, which aims to educate investors and advisors by featuring insights from finance leaders; the podcast received the CFA Institute’s Impact & Innovation award in 2020. Previous experience includes a role as Director of Investment Strategy at Eaton Vance in 2020, following the acquisition of WaterOak Advisors, where Curley served as Chief Investment Officer and Principal from 2008 to 2021. Educational credentials include an M.B.A. from the University of Central Florida, a Bachelor's Degree in Banking & Finance from the University of North Florida, and completion of the Schwab Executive Leadership Program in 2019.
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Cache
Cache is a fintech startup based in San Francisco, and backed by First Round, Quiet, and some of the savviest angel investors in tech and finance. We are a brokerage designed specifically for large stock positions. If a significant portion of your portfolio is in individual stocks, we have products to reduce your risk, generate passive income, and get efficient liquidity. Access the products used by the ultra-wealthy to manage concentrated stock exposures.