Samuel Buchenau is a financial advisor at Curi Capital, LLC in Denver, Colorado, holding Series 63 and Series 65 licenses with four years of industry experience. He has worked at RMB Capital Management and Fidelity Investments. 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 through a long-term, fundamentally driven investment approach across various portfolio structures and strategies.

Joanna Hootnick is a financial advisor at Curi Capital, LLC in Denver, CO, holding a Series 65 designation with one year of industry experience. Prior to joining Curi Capital, she worked at Invictus Private Wealth and has a background that includes roles at the University of Denver, the National Comedy Center, and Teach for America. 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, combining in-house and external strategies.

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.

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.

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.

Nicholas Zinn is a financial advisor at Curi Capital, LLC in Denver, CO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Curi RMB Capital and Charles Schwab. 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 combines bottom-up fundamental equity analysis with a relative-value fixed income strategy, delivered through a range of managed accounts, model portfolios, and funds.