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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.

Emily Doratt  Client Relationship Manager

Emily’s role is dedicated to carrying out many of the operational and service-oriented tasks associated with executing our integrated investment and financial planning strategies.  Emily is passionate about executing these tasks accurately,  efficiently and with a great disposition which enables our team to deliver an excellent client experience.

Emily joined Harbor in August of 2017 as a member of the Curran Knittle Group. Previously, Emily worked at Morgan Stanley in an operations role in Client Data Management. She specialized in onboarding New Prime Brokerage Clients and accounts.

 

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