Ryan Reid is a financial advisor at Curated Wealth Partners, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at JPMorgan Securities LLC for eight years. Prior to his financial career, he was affiliated with Butler University for two years. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, and charitable organizations by providing holistic balance-sheet advisory, portfolio construction, and manager selection across public and private markets. The firm also offers family office services and manages substantial assets with a combination of discretionary and non-discretionary accounts.

Richard Ward is a CFA® charterholder with 19 years of industry experience. He has worked at Curated Wealth Partners, LLC since 2018 and previously held roles at Deutsche Bank and Citigroup Global Markets. Richard holds Series 63 and Series 65 licenses. Curated Wealth Partners advises ultra-high-net-worth clients including individuals, families, trusts, and charitable organizations. The firm specializes in holistic balance-sheet advisory, portfolio construction, and manager selection across public and private markets, offering customized portfolios and comprehensive family office services.

Axel Hsu is a financial advisor at Curated Wealth Partners, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Parametric Portfolio Associates and several other organizations. Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and special purpose vehicles. The firm offers comprehensive balance-sheet advisory, portfolio construction, and manager selection services across public and private markets, along with family office services including bookkeeping and cash-flow reporting.

John Sullivan is a financial advisor at Curated Wealth Partners, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Curated Wealth Partners since 2023, following previous roles at Asana Partners, Thompson Research Group, and Merrill. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, corporations, and special purpose vehicles by providing holistic balance-sheet advisory, portfolio construction, and manager selection across public and private markets. The firm also offers family office services and manages substantial assets both on discretionary and non-discretionary terms.

Lee Hutter is a financial advisor with Curated Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Curated Wealth Partners since 2018 and previously worked at Deutsche Bank from 2014 to 2018. Curated Wealth Partners serves ultra-high-net-worth clients including individuals, families, trusts, and charitable organizations, offering services such as portfolio construction, manager selection, and family office support. The firm manages substantial assets using a combination of directly managed holdings and third-party managers, and acts as adviser and general partner to affiliated private vehicles.