Paul Joyaux is a CFP® certificant with 27 years of industry experience. He is currently with Curi Capital, LLC and was previously with UBS Financial Services. Joyaux has spent the majority of his career at RMB Capital Management, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a range of managed accounts and funds.

Christopher Bach is a CFA® charterholder based in Chicago, IL, with 11 years of industry experience. He has worked at RMB Capital Management since 2014. Bach is currently affiliated with Curi Capital, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across various management platforms and strategies.

Robert Marchese is a financial advisor with Curi Capital, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at RMB Capital Management LLC since 2017 and previously at Far Horizons Capital LLC from 2013 to 2017. Marchese also serves as a consultant in investment consulting through Capital Resource Management, Inc. Curi Capital offers wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach across a range of strategies and serves as advisor to mutual funds and private funds while managing assets for institutional clients.

Macklin Luckinbill is a financial advisor at Curi Capital, LLC, holding a Series 65 designation with one year of industry experience. Prior to joining Curi Capital, Macklin held roles at Hensel Phelps Construction Company, L3Harris, Prins USA, and Elysium Technology Group. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, applying a long-term, fundamentally driven investment approach across a range of strategies.

Peter Bach is a Series 65-licensed financial advisor with 16 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC and Jacobus Wealth Management. Outside of advising, he serves as managing partner of a family investment partnership and as general partner for multiple client partnerships associated with Jacobus Wealth Management. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a range of strategies and client portfolios.

Virginia Wu is a CFP® professional with 12 years of industry experience. She is currently with Curi Capital, LLC and has previously worked at Fidelity Investments and several wealth management firms. She holds Series 63 and Series 66 licenses and is based in Denver, CO. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach using bottom-up analysis for equities and relative-value strategies for fixed income, offering both discretionary and non-discretionary services.

Thomas Schlipmann is a financial advisor at Curi Capital, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at RMB Capital Management, LLC for 16 years. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, using a long-term, fundamentally driven investment approach across a variety of managed accounts and funds.

Leah Hoagland is a financial advisor at Curi Capital, LLC in Chicago, IL, with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Curi Capital and Foreside Fund Services, LLC during her career. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients such as plan sponsors and pooled investment vehicles. The firm employs a long-term, fundamentally driven investment approach across a range of strategies and offers both discretionary and non-discretionary services.

Patrick Thiel is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation with six years of industry experience. His prior roles include positions at KerberRose Wealth Management, Ehlers Investment Partners, Piper Sandler, and several companies outside the financial sector. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individual and high-net-worth clients as well as institutional clients, employing a long-term, fundamentally driven investment approach across a variety of account types and strategies.

Ryan Kennedy is a CFA® charterholder with 14 years of industry experience, currently serving at Curi Capital, LLC. He previously worked at RMB Capital Management LLC for 10 years and held roles at Morgan Stanley and Morgan Stanley & Co. LLC. Curi Capital offers wealth management, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across various strategies and provides both discretionary and non-discretionary portfolio management.

Joseph Mc Dermott is a CFA® charterholder with 23 years of industry experience, currently serving at Curi Capital, LLC in Chicago, IL. His work history includes roles at Foreside Fund Services and Aviva Investors Americas. He is also Chief Compliance Officer for Curi RMB Capital, LLC, a registered investment adviser. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm emphasizes a long-term, fundamentally driven investment approach across various investment vehicles, including separately managed accounts, mutual funds, and private funds.

Stephanie Jajtner is a financial advisor at Curi Capital, LLC with 17 years of industry experience. She holds a Series 65 designation and has worked at Curi Capital since 2017, following 14 years at Jacobus Wealth Management, Inc. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm’s investment approach focuses on long-term, fundamentally driven processes applied across multiple investment vehicles, including separately managed accounts, model portfolios, mutual funds, and private funds.

Sarah Ward is a CFP® professional at Curi Capital, LLC with five years of industry experience. She has held roles at Drucker Wealth, Hornor, Townsend & Kent, LLC, and Stifel prior to joining Curi Capital. Outside of her advisory work, she operates a jewelry-making business. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services for individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach implemented through various managed accounts and funds.

Joseph Knowles is a financial advisor with Curi Capital, LLC in Raleigh, NC. He holds Series 63 and Series 65 licenses and has seven years of industry experience. Prior to joining Curi Capital, he worked at Credit Suisse Securities (USA) LLC for eight years. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a variety of portfolio management strategies and service offerings.

David Arthur is a CFA® charterholder with 24 years of industry experience. He is currently with Curi Capital, LLC and previously worked at Park Ridge Asset Management, LLC and Bb&T Asset Management, Inc. Since 2017, he has also been licensed as an insurance agent. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach combining bottom-up equity analysis and relative-value fixed income strategies across various managed accounts and funds.

Barbara Hill is a CFP® and holds a Series 65 registration with 10 years of industry experience. She is currently with Curi Capital, LLC and has previously worked at RMB Capital Management LLC and Maryland Capital Management. She is based in Chicago, IL. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across multiple portfolio types and strategies.

Sheldon Fox is a CFP® and Series 65 credentialed advisor at Curi Capital, LLC with seven years of industry experience. He previously worked at KDI Capital Partners, LLC for 17 years before joining Curi Capital in 2022. Outside of his advisory role, he serves as Executive Director of the Altamira Foundation, a private charitable nonprofit. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a variety of vehicles, including separately managed accounts, mutual funds, and private funds.

Patrick Stimson is a CFP® with 13 years of industry experience currently with Curi Capital, LLC in Chicago, IL. His prior experience includes roles at RMB Capital Management LLC, RMB West, LLC, and Ameriprise. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individual, high-net-worth, and institutional clients using a long-term, fundamentally driven investment approach across multiple strategies and account types.

Duncan Gibson is a financial advisor at Curi Capital, LLC with 10 years of industry experience. He holds a Series 66 designation and has previously worked at SharpVue Capital, LLC and Morgan Stanley. Outside of his advisory role, he is involved in waste and recycling management services as a member manager of Trash Hounds, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach implemented through various strategies including separately managed accounts, mutual funds, and private funds.

Ben Niu is a CFA® charterholder based in Chicago, IL, with nine years of industry experience. He has worked at RMB Capital Management LLC since 2017 and previously spent seven years at IronBridge Capital Management, LP. He is an advisor at Curi Capital, LLC, a multi-team firm serving individuals, high-net-worth clients, and institutional clients including plan sponsors and private funds. The firm employs a long-term, fundamentally driven investment approach across a range of managed accounts and investment vehicles.