John Curtin

John Paul Curtin is a Portfolio Analyst at CW Advisors (operating as Congress Wealth Management LLC / DE), based in Richmond, Virginia. In this role, he focuses on portfolio analysis, supporting investment research, and providing tailored investment recommendations for client portfolios. He leverages his analytical expertise to assist with asset allocation and ongoing portfolio risk management.

Curtin specializes in multi-asset class analysis, including equities, fixed income, and alternative investments, and emphasizes a diversified approach to client portfolios. His experience encompasses in-depth due diligence, investment selection, and performance monitoring across sectors, enabling clients to meet long-term financial objectives.

He previously spent seven years on the investment team at Agili, where he progressed from Portfolio and Investment Administrator to Investment Analyst, honing his skills in portfolio construction and client communication. Curtin holds a Bachelor of Business Administration in Finance with an Economics minor from James Madison University, underscoring his strong foundation in financial markets and economic analysis.