Compliance Analyst

• New York University, B.S., 1994

Ms. Curless serves as a Compliance Analyst for Montag & Caldwell, an Advocacy Wealth Company.  In addition to supporting the Chief Compliance Officer, she also serves on an inter-departmental team that manages the Montag & Caldwell brand/business unit’s performance processes for adherence to regulatory and GIPS® Standards.  Her experience within the investment industry spans over 25 years, and has included roles in marketing, performance measurement and compliance.  Her professional affiliations include the CFA Institute, the CFA Society Atlanta, and Women in Performance Measurement.