Director of College Savings Research for ISS Market Intelligence
Paul Curley, CFA, joined ISS Market Intelligence (which acquired Strategic Insight) as a research analyst in 2008 and currently oversees 529 and ABLE market data, research, events and digital products and services for institutional clients, including the 529 Conference. He is the primary contact for proprietary data aggregation and analysis of 529 plans and ABLE accounts, and authors weekly, quarterly and annual business intelligence publications on the college financial planning and ABLE market. He is also the Editor-in-Chief of the 529 Dash e-newsletter and the 529 Insiders website for financial advisers, institutions and the media; the website also provides marketing services for program managers. Within the role, he presents educational seminars and conferences to financial industry experts on 529 plans and ABLE accounts.