Curi Capital, LLC

Katie Strother is a financial advisor with Curi Capital, LLC in Raleigh, NC, holding CFP® and Series 65 credentials and bringing 11 years of industry experience. Her prior experience includes roles at Park Ridge Asset Management and Curi RMB Capital LLC. Outside of her advisory work, she is involved in her community as a nursery room leader at Peace Church and serves as a varsity girls soccer coach at Wilson Christian Academy. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets and serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach using proprietary and third-party strategies across equity and fixed income, and offers a range of services including wealth management and specialized offerings for medical professionals.

Reece Piotter is a financial advisor at Curi Capital, LLC, holding a Series 65 designation with two years of industry experience. His prior roles include positions at RMB Capital, Madison Investments, Reinhart Partners, and Northwestern Mutual. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a focus on bottom-up equity analysis and relative-value fixed income strategies.

Samuel Buchenau is a financial advisor at Curi Capital, LLC in Denver, CO, holding Series 63 and Series 65 licenses with four years of industry experience. He previously worked at RMB Capital Management and Fidelity Investments. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices, employing a long-term, fundamental investment approach across equities and fixed income with a mix of proprietary and third-party strategies.

Ann Guntli is a CFA® charterholder with nine years of industry experience. She is currently with Curi Capital, LLC in Chicago, IL, having worked at RMB Capital Management, LLC since 2007. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a variety of wealth management and asset management services. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers while managing approximately $9.83 billion in assets.

Dylan Stroud is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. Before joining Curi Capital in 2026, he worked at BBR Partners for five years and held roles at Simon Quick Advisors, LLC and Piper Sandler Companies. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets and serving a diverse client base that includes individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach using a combination of proprietary strategies, third-party managers, mutual funds, and private funds.

Matthew Talowski is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 credential. He has been with Curi Capital since 2024, with prior experience at RBC Wealth Management and JSM Living. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach and offers a range of services including wealth management, retirement plan solutions, and specialized products for medical professionals.

Eli Kwas is a CFA® charterholder affiliated with Curi Capital, LLC in Milwaukee, WI. He has one year of experience at Curi Capital and previously worked for Artisan Partners for three years. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach combining proprietary strategies and third-party managers across equities and fixed income.

Sean Conway is a financial advisor with Curi Capital, LLC in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He has worked at RMB Capital Management since 2008. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental bottom-up approach for equity strategies and a fundamental relative-value orientation for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Andrew Baker is a CFA® charterholder with nine years of industry experience. He is currently with Curi Capital, LLC and has worked at RMB Capital Management LLC since 2008. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity and a relative-value orientation to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Ian Doll is a CFP® certificant and Series 65 licensee with 13 years of industry experience. He is currently associated with RMB Capital Management, where he has worked since 2012. Doll operates out of Chicago, IL. Curi Capital, LLC is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach with a bottom-up process for equities and a relative-value focus for fixed income, using a combination of proprietary strategies, third-party managers, mutual funds, and private funds.

Kristen Roder is a CFP® with 17 years of industry experience, currently serving at Curi Capital, LLC. Her prior roles include positions at RMB Capital Management, Fidelity, and Jefferies LLC. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity and a relative-value orientation to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Richard Burridge Jr. is a CFP® professional with over 31 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management, LLC since 2005. Curi Capital serves a diverse client base including individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion across various account types.

Jennifer Shepard is a financial advisor at Curi Capital, LLC with 18 years of industry experience. She holds the CFP®, CFA®, and Series 63 designations. Her prior experience includes roles at United Capital Financial Advisers, LLC and Altair Advisers. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a variety of services including wealth management, asset management, and retirement plan solutions. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion in assets.

Ilhwa Lee is a CFA® charterholder with nine years of industry experience. She has worked at RMB Capital Management LLC since 2017 and previously at Crystal Rock Capital Management. Lee is based in Chicago, IL. She is an advisor with Curi Capital, LLC, an SEC-registered investment adviser managing approximately $11.6 billion in assets for individuals, employer retirement plans, institutions, mutual funds, private funds, and family offices. The firm employs a long-term, fundamental investment approach combining bottom-up equity analysis and relative-value fixed income strategies, using a mixture of proprietary and third-party funds.

Maher Harb is a financial advisor with Curi Capital, LLC, based in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at RMB Capital Management since 2008. Outside of his advisory role, he assists in the administration of his family’s bars and cafes in the greater Chicagoland area as an officer and authorized signor on related corporate entities. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles with services including wealth management, asset management, retirement plan solutions, and family office services. The firm employs a long-term, fundamental investment approach, combining in-house strategies with external managers and proprietary risk analysis tools.