Jake Eischens is a CFP® and holds a Series 65 license, with seven years of industry experience. He currently works at Curi Capital, LLC in Chicago, IL, and previously held positions at RMB Capital and the Comptroller of The Currency. Before entering the financial industry, he worked at the University of North Dakota. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients, including plan sponsors and pooled investment vehicles. The firm utilizes a long-term, fundamentally driven investment approach across a range of strategies and offers both discretionary and non-discretionary services.

Olive Mitchell is a CFP® with six years of experience in the financial industry. She is currently with Curi Capital, LLC, having previously worked at Cerity Partners LLC, Maryland Capital Management, LLC, Founders Land, and Maryland Spine Center. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and specialized subscription offerings for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutions, employing a long-term, fundamentally driven investment approach across various strategies and account types.

Frederick Paulman is a CFP® with 24 years of industry experience, currently serving at Curi Capital, LLC. He previously worked at UBS Financial Services from 2002 to 2005 before joining RMB Capital Management, where he spent 21 years. Outside of finance, he is involved with Peerless of America, Inc., where he dedicates time working on accounting and manufacturing two days per month. 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 implemented across various portfolio types and offers both discretionary and non-discretionary services.

Brian Janecke is a CFP® with 16 years of industry experience. He is currently with Curi Capital, LLC and has previously worked at RMB Capital Management LLC and Jacobus Wealth Management, Inc. since 2005. 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 various account types and strategies.

Elizabeth Fagerlind is a financial advisor at Curi Capital, LLC with a Series 65 credential and one year of industry experience. Prior to joining Curi Capital in 2025, she was a full-time student for 22 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, employing a long-term, fundamentally driven investment approach across a variety of account types and strategies.

Ryan Emerson is a financial advisor with Curi Capital, LLC in Chicago, IL, holding a Series 65 designation and 13 years of industry experience. His prior roles include positions at RMB Capital, Personal Capital Advisors Corporation, and Burrus. Outside of his advisory role, Emerson is a minority partner and CFO of Creek Side Partners LLC, which operates prohealthcareproducts.com, a seller of non-FDA regulated medical devices. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to a range of clients including individuals, high-net-worth clients, and institutional investors. The firm’s investment approach combines bottom-up fundamental equity analysis and a relative-value fixed income strategy, employing both discretionary and non-discretionary services across multiple portfolio structures.

William Sanderson is a CFP® professional based in Raleigh, NC, with five years of industry experience. He has worked at Curi Capital since 2019 and previously held a role at Captrust Financial Advisors from 2016 to 2019. 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 variety of portfolio management strategies.

Katherine Ozog is a CFP® and holds a Series 65 license with 19 years of experience in the financial industry. She has worked at RMB Capital Management, LLC since 2010. Ozog is based in Chicago, IL, and is currently affiliated with Curi Capital, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients including plan sponsors and private funds. The firm employs a long-term, fundamentally driven investment process across various account types and offers both discretionary and non-discretionary services.

Donald Bechter is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He is currently with Curi Capital, LLC and has worked at RMB Capital Management since 2011. Outside of his advisory role, he is an investor in several private equity and real estate loan funds. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and specialized offerings for early-career medical professionals. The firm serves individual, high-net-worth, and institutional clients using a long-term, fundamentally driven investment approach across a range of strategies and vehicles.

Alexandra Joas is a financial advisor at Curi Capital, LLC with four years of industry experience. She holds the Series 63 and Series 65 designations and has worked previously at Piper Sandler & Co., RBC Wealth Management, and other firms. 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 investment approach across a variety of account types and offers both discretionary and non-discretionary services.

Jake Orsborn is a financial advisor at Curi Capital, LLC in Denver, CO, holding a Series 65 designation with three years of industry experience. Prior to joining Curi Capital in 2023, he worked at Adobe, Inc., AMG National Trust, and Transtar Insurance Brokers, 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 employs a fundamentally driven, long-term investment approach across various account types and offers both discretionary and non-discretionary services.

Daniel Nakano is a CFP® with 20 years of industry experience, currently serving at Curi Capital, LLC. He has held positions at RMB Capital Management LLC, Morgan Stanley, Advantage Investment Management, LLC, and Equitable Advisors. Nakano 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 a range of strategies and portfolio types.

Jessica Pasquale is a CFP® with 12 years of experience currently serving as a financial advisor at Curi Capital, LLC. Her prior experience includes roles at Integrity Alliance, Lion Street Financial, and First Citizens Bank. Outside of finance, she is the owner of Pierce Paints, where she creates and sells original acrylic paintings. 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 and offers both discretionary and non-discretionary services.

Henry Burke is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 66 designation with four years of industry experience. His career history includes roles at Bank of America, Merrill, Wells Fargo, and Mass Mutual. 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’s investment approach emphasizes a long-term, fundamentally driven process using bottom-up equity analysis and a relative-value fixed income strategy across various investment vehicles.

Charles Brey is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been affiliated with RMB Capital Management since 2014. Brey is based in Chicago, IL, and currently works with Curi Capital, 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 emphasizes a long-term, fundamentally driven investment approach applied through multiple strategies including separately managed accounts and private funds.

Christopher Tate is a CFA® charterholder currently with Curi Capital, LLC in Chicago, IL. He has held positions at Morningstar, Deloitte, and CBS Financial, accumulating over a decade of experience in the financial industry. 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 bottom-up equity analysis and a relative-value fixed income strategy across various managed accounts and funds.

Susan Christoph is a CFP®, CFA®-credentialed financial advisor with 23 years of industry experience. She is currently with Curi Capital, LLC and previously worked at RMB Capital Management, Gleacher & Company Securities, and FA Asset 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 employs a long-term, fundamentally driven investment approach and offers a range of discretionary and non-discretionary solutions across various account types and fund structures.

Erica Tarantur is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. She has been with RMB Capital Management, LLC since 2010. Based in Chicago, IL, she currently works with Curi Capital, LLC, a multi-team firm. Curi Capital offers wealth management, retirement plan consulting, family office services, and specialized subscription options for early-career medical professionals. The firm serves individual, high-net-worth, and institutional clients, utilizing a long-term, fundamentally driven investment approach across a variety of account types and strategies.

Andrew Truax is a CFP® with eight years of experience in the financial industry. He is currently with Curi Capital, LLC and has previously worked at JNBA Financial Advisors for seven years and Columbia Threadneedle Investments for three years. Curi Capital, LLC offers 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 variety of investment vehicles.

Alex Koncilja is a financial advisor at Curi Capital, LLC with four years of industry experience. He holds a Series 65 credential and has worked previously at RMB Capital Management, Orgel Wealth Management, and CUNA Mutual Group. Outside of his advisory role, his work history includes positions related to community and sports organizations such as The Guidant John Rose Oval and Roseville Cedarholm Golf Course. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients including plan sponsors and private funds. The firm employs a long-term, fundamentally driven investment approach and offers discretionary and non-discretionary services across a variety of portfolio strategies.