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.

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.