Kevin J. Rudd

Steve N. Economou
Thomas W. Harvey
Anthony A. Latini, Jr.

Jason M. Cunningham
Michael T. Demers

Michael joined Curtis Financial in 1999. His primary focus is performing business valuations in connection with mergers and acquisitions, shareholder buyouts, shareholder disputes, litigation support and gift and estate tax planning. He previously worked as a credit and lending officer at Trenton Savings Bank where he analyzed the creditworthiness of and approved loans to small and middle market borrowers. Prior to that he was an internal auditor at Meritor Savings Bank.

Michael has spoken before professional groups on various aspects of business valuations, financial analysis, and options.

Education
Michael earned an MBA with concentrations in Finance and Corporate Accounting from the University of Rochester. He also earned a BS degree in Economics from Fairleigh Dickinson University where he graduated Summa Cum Laude. Michael holds the Chartered Financial Analyst (CFA) designation and NASD Licenses Series 7 and 63.

Professional Affiliations
Financial Analysts of Philadelphia, Financial Managers Society, Philadelphia Estate Planning Council, Montgomery County Estate Planning Council.