Curated Wealth Partners, LLC

Ryan Reid is a financial advisor at Curated Wealth Partners, LLC with nine years of industry experience. He previously worked at JPMorgan Securities LLC for eight years and began his career after graduating from Butler University. He holds Series 63 and Series 65 licenses. Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and investment entities, providing holistic wealth management, portfolio construction, and access to private market investments. The firm manages approximately $1.76 billion for a selective client base, using a combination of third-party and in-house managers across discretionary and non-discretionary arrangements.

Richard Ward is a CFA® charterholder with 18 years of industry experience. He has been with Curated Wealth Partners, LLC since 2018 and previously worked at Deutsche Bank from 2015 to 2018. Richard holds Series 63 and Series 65 licenses. Curated Wealth Partners serves ultra–high‑net‑worth individuals, families, and related entities by providing holistic wealth management and consulting across public and private markets. The firm offers customized advice with a focus on portfolio construction, manager selection, private market investing, and family office services.

Axel Hsu is a financial advisor at Curated Wealth Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Curated Wealth Partners, he worked at Parametric Portfolio Associates and has held various roles in different organizations including the University of Washington and Selman Breitman LLP. Curated Wealth Partners serves ultra–high‑net‑worth individuals and their families, along with related entities such as trusts, estates, and charitable organizations. The firm offers holistic wealth management and consulting across public and private markets, providing customized advice and expanded family office services through a small advisory team managing over a billion dollars in client assets.

John Sullivan is a financial advisor at Curated Wealth Partners, LLC with three years of industry experience. He holds the Series 66 and Series 65 designations. Prior to joining Curated Wealth Partners in 2023, he worked at Asana Partners, Thompson Research Group, and Merrill. Curated Wealth Partners serves ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and investment entities, providing comprehensive wealth management, portfolio construction, manager diligence, and access to private market investments. The firm manages approximately $1.76 billion for a concentrated client base and offers tailored advice across clients’ full balance sheets using a combination of third-party and in-house management.

Lee Hutter is a financial advisor with Curated Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked at Curated Wealth Partners since 2018 and previously spent four years at Deutsche Bank. Curated Wealth Partners advises ultra-high-net-worth individuals, families, trusts, estates, charitable organizations, and investment entities, providing holistic wealth management and access to private market investments such as direct private equity and real estate. The firm manages approximately $1.76 billion for a concentrated client base and offers customized advice across clients' full balance sheets using a combination of discretionary and non-discretionary arrangements.