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The Curran Knittle Group

Special Needs Financial Planning

410-659-8919
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The Curran Knittle Group provides comprehensive financial planning and customized investment management for a variety of investors, business owners, and families. Jim and Monty have a specific focus on Special Needs Financial Planning. Through our experiences, we have accumulated a wealth of knowledge enabling us to navigate our clients through the complexities of Special Needs Planning.

Through preparation, careful research and professional guidance, we seek to accomplish several goals including protect government benefits, provide additional income and resources to facilitate the quality of life for individuals with Special Needs, address family dynamics and establish a plan to address the multiple family financial goals.

James W. Curran, III, CFP®,  – Managing Director, Financial Advisor

Jim has been advising clients since 1985. He is a CERTIFIED FINANCIAL PLANNER™ and Retirement Planning Specialist.  Additionally, he served for ten years as the municipal bond coordinator.  Jim’s client relationships are typically maintained for decades and often carry over generations. He advises retirees, affluent families, non-profits, and local corporations. Jim was recently recognized by Baltimore Magazine as a 2011, 2012 and 2013 Five Star Wealth Manager Overall Satisfaction Award*.

Monty Knittle, CFA – Vice President, Portfolio Manager

Monty began his career in financial services in 1999 as an Associate Analyst to the Chief Market Strategist for Legg Mason.  In 2000, he was promoted to Investment Officer at Legg Mason Trust, helping to manage more than $600 million in assets under a domestic growth strategy.  He was hired as Vice President and Portfolio Manager at Rothschild Capital Management in 2001.  In conjunction with the RCM Investment Committee, he was responsible for investing more than $500 million assets under management.

Monty earned a BA from Lehigh University in 1989, and an MBA with honors from the Sellinger School of Business at Loyola University in 1999.  In 2003, Monty was awarded the Chartered Financial Analyst designation.

Craig Martin, CRPC® – Associate Vice President, Financial Advisor

Craig provides customized financial planning and investment management solutions for the Curran Knittle Group’s clients. Whether you are a millennial just starting out, a baby boomer who is getting ready to retire, or anywhere in between, Craig believes that the best way to approach the market is with a personalized financial plan.

Craig joined Harbor in March of 2015 as a member of the Curran Knittle Group. Previously, Craig was a Registered Associate and a Financial Advisor at Morgan Stanley where he began his career in 2011.

 

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