Charles Lorenza Curry
Analyst-Fixed Income at Xponance, Inc.
Profile
Mr. Charles L.
Curry is a Managing Director & Senior Portfolio Manager of U.S.
Fixed Income at Xponance, Inc. He serves as Lead Portfolio Manager for Xponance’s Yield Advantage U.S.
Fixed Income products and leads all aspects of Xponance’s U.S.
Fixed Income research activities.
Prior to helping launch Piedmont Investment Advisors, an investment firm acquired by FIS Group, the predecessor company to Xponance, he also oversaw the Bank Advisory Services team which performed preferred stock and warrant valuation services for the U.S.
Department of the Treasury’s Troubled Asset Relief Program (TARP) for Piedmont.
He previously served as lead portfolio manager at Hughes Capital Management with responsibility for $800 million in fixed income assets (as of 12/31/00).
He began his investing career as an Analyst/Trader at Sovran Capital Management formerly a subsidiary of Bank of America.
He received his A.B.
in Political Science from Duke University and his M.B.A.
in Finance from Clark-Atlanta University.
Charles Lorenza Curry active positions
| Companies | Position | Start |
|---|---|---|
Xponance, Inc.
 Xponance, Inc. Investment ManagersFinance Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals. | Analyst-Fixed Income | 2020-03-31 |
Former positions of Charles Lorenza Curry
| Companies | Position | End |
|---|---|---|
| Hughes Capital Management, Inc. | Corporate Officer/Principal | - |
The Forest at Duke, Inc.
 The Forest at Duke, Inc. Hospital/Nursing ManagementHealth Services The Forest At Duke, Inc. owns and operates retirement community. It services include primary medical care, fitness facilities, licensed assisted living in private residences, licensed skilled nursing in private rooms and psychological services. The company was founded in October 1988 and is headquartered in Durham, NC. | Director/Board Member | - |
Piedmont Investment Advisors, Inc.
 Piedmont Investment Advisors, Inc. Investment ManagersFinance Founded in 2000, Piedmont Investment Advisors LLC is a registered investment advisor located in Durham, North Carolina. The firm provides portfolio management services to corporate pension and profit-sharing plans, public pension plans, Taft-Hartley plans, foundations, endowments, municipalities, and individuals. | Analyst-Fixed Income | - |
Training of Charles Lorenza Curry
| Duke University | Undergraduate Degree |
| Clark Atlanta University | Masters Business Admin |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Piedmont Investment Advisors, Inc.
Piedmont Investment Advisors, Inc. Investment ManagersFinance Founded in 2000, Piedmont Investment Advisors LLC is a registered investment advisor located in Durham, North Carolina. The firm provides portfolio management services to corporate pension and profit-sharing plans, public pension plans, Taft-Hartley plans, foundations, endowments, municipalities, and individuals. | Finance |
Xponance, Inc.
Xponance, Inc. Investment ManagersFinance Xponance, Inc. is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded by Tina Byles Williams in 2005 as FIS Group, Inc. They provide portfolio management services to state, municipal and corporate pension plans, profit-sharing plans, Taft-Hartley plans, municipalities, corporations, foundations, endowments, private investment funds, pooled investment vehicles, and high net-worth individuals. | Finance |
The Forest at Duke, Inc.
The Forest at Duke, Inc. Hospital/Nursing ManagementHealth Services The Forest At Duke, Inc. owns and operates retirement community. It services include primary medical care, fitness facilities, licensed assisted living in private residences, licensed skilled nursing in private rooms and psychological services. The company was founded in October 1988 and is headquartered in Durham, NC. | Health Services |
| Hughes Capital Management, Inc. | Finance |
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