Jack Curran is a Partner and EVP of Sales at GreenHill Investment Reporting, where he leads the firm’s business development and client acquisition efforts. With more than 30 years of experience as a financial services executive and entrepreneur, Jack brings a depth of industry knowledge and relationship-building skill that is rare in the performance reporting space.
Jack’s career has spanned the full spectrum of financial services — from building firms from the ground up to leading sales organizations at established institutions. He served as a sales leader for CAPIS, a leading institutional trading and technology firm. He founded FinTech Securities, a financial technology venture that was later sold to Innovest, demonstrating his ability to identify opportunities, build value, and execute at the highest level. He also served as Managing Director at SunTrust Robinson Humphrey, one of the country’s premier investment banks, where he led client-facing teams in a demanding institutional environment.
Jack holds FINRA licenses 6, 7, 9, 10, 23, 28, 53, and 63 — a breadth of licensing that reflects the range of his financial services experience and his commitment to operating at the highest professional standard.
At GreenHill, Jack works directly with RIAs, bank trust departments, wealth managers, and family offices to help them evaluate whether a dedicated independent performance reporting solution is right for them — and to ensure that those who choose ReportQuest get off to the strongest possible start. His firsthand experience with the reporting, compliance, and operational challenges firms face gives his conversations with clients a credibility and relevance that purely technical sales professionals often lack.
When something goes wrong in a trust account — a performance outlier, a missed annual review, a beneficiary dispute — the first question examiners ask is: what did your reporting
Performance reporting is one of the most scrutinized functions within a bank. Examiners review it. Clients judge your credibility by it. Board members rely on it to make investment decisions.
Private equity (PE) firms play a vital role in the financial ecosystem, providing capital and expertise to businesses, driving growth, and generating returns for investors. However, measuring performance in private
GreenHill Provides Seamless Data Migration Many wealth managers are unhappy with their current investment reporting solution. They want more flexibility and custom reporting, features their existing system does not provide.
Performance reporting, a crucial aspect of investment management, has undergone a significant transformation in recent years. Technological advances have enabled the development of innovative tools and platforms, streamlining the reporting
GreenHill Investment Reporting, a leading independent provider of investment performance reporting services, today announced an enhanced solution for registered investment advisors (RIAs).