Jonathan Rigano is a CFA® charterholder with 26 years of industry experience. He is currently with Curi Capital, LLC and has held previous roles at RMB Capital Management LLC and JB Investment Management, LLC, among others. 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 with a long-term, fundamentally driven investment approach implemented across various account types and strategies.

Mohini Mccormick is a Certified Financial Planner (CFP®) with 34 years of industry experience. She is currently with Curi Capital, LLC and has previously worked at firms including RMB Capital Management, Calamos Wealth Management, Fifth Third Securities, Credit Suisse Securities, and Lehman Brothers. Curi Capital, LLC serves individuals, high-net-worth clients, and institutional clients by providing wealth management, investment management, retirement plan consulting, and family office services. The firm employs a long-term, fundamentally driven investment approach across a range of portfolio management strategies and offers both discretionary and non-discretionary services.

John O'Connor is a CFA® charterholder with 13 years of industry experience. He currently works at Curi Capital, LLC and has previously held roles at RMB Capital Management LLC, IronBridge Capital Management, LP, and Credit Suisse Securities (USA) 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, utilizing both in-house and external strategies across a range of portfolio types and client solutions.

Jeffrey Jones is a CFA® charterholder and holds a Series 66 license, with 16 years of experience in the financial industry. He currently works at Curi Capital, LLC and has held prior roles at RMB Capital Management LLC, IronBridge Capital Management, LP, and Credit Suisse Securities (USA) 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 fundamentally driven, long-term investment approach and offers both discretionary and non-discretionary services across various investment vehicles.

John Weber IV is a CFP® and holds a Series 65 license with three years of industry experience. He is currently with Curi Capital, LLC and previously worked at Omega Wealth Management LLC, RMB Capital, LLC, and Partners in Financial Planning. Outside of advising, he is a partner in a real estate investment business. Curi Capital provides wealth management and investment management services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach across various strategies and offers both discretionary and non-discretionary portfolio management.

Christian Early is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation with five years of industry experience. He previously worked at RMB Capital Management LLC from 2019 to present and has professional experience outside finance, including roles at Denison University and Ruth Lake Country Club. Curi Capital provides 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 various account types, combining in-house and external strategies for portfolio construction.

Kobe Rudin is a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Curi RMB Capital, LLC and Preqin. His background also includes roles in education and graphic design. 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 investors, using a long-term, fundamentally driven investment approach across various managed accounts and funds.

Natalie Brekken is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 credential with one year of industry experience. She previously worked at Ecolab Inc. for three years and has a background that includes roles at the University of Wisconsin-Madison and Orono Public Schools. 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 account types and strategies.

Brian Klein is a CFP® with six years of industry experience. He is currently with Curi Capital, LLC and previously worked at Wealth Enhancement Group, SVA Wealth Management, Gilbert & Cook, Inc., and US Bancorp Global Fund Services. 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 managed accounts and funds.

Nolan Rehard is a financial advisor at Curi Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he worked at Ameriprise and has a background that includes roles outside finance such as full service painting and swim instruction. 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 uses a long-term, fundamentally driven investment approach across a range of strategies and offers both discretionary and non-discretionary portfolio management services.

Matthew Halkyard is a financial advisor at Curi Capital, LLC in Chicago, IL, with 13 years of industry experience. He holds the Series 63 designation and has worked at firms including RMB Capital Management LLC and Ironbridge Capital. Halkyard serves as a portfolio manager and product specialist at Curi Capital. 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 utilizes a long-term, fundamentally driven investment approach across a variety of managed accounts, model portfolios, mutual funds, and private funds.

Alex Christiansen is a financial advisor at Curi Capital, LLC in Milwaukee, WI, holding a Series 65 designation with three years of industry experience. He previously worked at RMB Capital for four years and at U.S. Bank for two 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 multiple management strategies.

Steven Ungaro is a financial advisor at Curi Capital, LLC in Chicago, IL. He holds a Series 65 designation and has recently transitioned into the advisory field following 11 years at JPMorgan Chase Bank, NA. Prior to joining Curi Capital, he also worked in educational and transportation roles. 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 fundamentally driven, long-term investment approach across various strategies and manages a range of pooled investment vehicles, mutual funds, and private funds.

Benjamin Albrecht is a financial advisor with Curi Capital, LLC, holding the CFP® and Series 66 designations and bringing 21 years of industry experience. He previously worked at RMB Capital Management, LLC for 17 years, Banc One Securities Corporation for two years, and Equitable Advisors for one year. Based in Chicago, IL, he serves clients through Curi Capital, a firm that provides wealth management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm employs a fundamentally driven, long-term investment approach across multiple asset management platforms.

Nick Fameree is a Series 65-licensed financial advisor at Curi Capital, LLC with three years of industry experience. Prior to joining Curi Capital, he worked at RMB Capital and Financial Planning and Information Services, Inc. Fameree served six years in the United States Marine Corps. 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 various strategies, including separately managed accounts, model portfolios, mutual funds, and private funds.

John Menton IV is a financial advisor at Curi Capital, LLC with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes positions at Credit Suisse Securities (USA) LLC, Jamcap LLC, Massmutual, and MML Investors Services. 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 variety of strategies and offers both discretionary and non-discretionary services.

Kelsey Schwadron is a CFP® and Series 65 licensed advisor at Curi Capital, LLC with two years of industry experience. She has been with Curi RMB Capital since 2020 and previously attended Northeastern Illinois University. 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 various account types, including separately managed accounts and private funds.

Bryon Stanislaw is a financial advisor at Curi Capital, LLC with eight years of industry experience. He holds the CFP® designation along with Series 63, 65, and 66 licenses. Prior to joining Curi Capital, Bryon worked at Jefferies & Company, Inc. for sixteen years, Merrill for one year, and Banc of America Investment Services, Inc. for three years. He volunteers with Oak Park Family Services on mental health issues as a member of their investment committee and serves as chairman and head of economic education for the Securities Industries Association Central States District. 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 uses a long-term, fundamentally driven process combining bottom-up equity analysis and relative-value fixed income strategies across various portfolio types.

Loren Knaster is a CFP®, CFA®, and Series 65 credentialed advisor at Curi Capital, LLC with 14 years of industry experience. He has worked at RMB Capital Management since 2011 and is also the owner of LBK Media, LLC, where he has done freelance work as a sports caster since 2008. 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 strategies including separately managed accounts, mutual funds, and private funds.

Richard Burridge is a CFA® charterholder with 26 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management, LLC for 21 years and UBS Financial Services for 5 years. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription service 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 portfolios and fund structures.