Denver, CO 250 Fillmore Street Suite 600 Office

Samuel Buchenau is a financial advisor with Curi Capital, LLC, holding Series 65 and Series 63 licenses and four years of industry experience. He has worked at RMB Capital Management and Fidelity Investments, among other roles. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, institutions, and family offices, employing a long-term, fundamental investment approach with a combination of proprietary strategies and third-party managers.

Joanna Hootnick is a financial advisor at Curi Capital, LLC with a Series 65 credential and one year of industry experience. Her prior roles include positions at Invictus Private Wealth, the University of Denver, the National Comedy Center, and Teach for America. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles with services including wealth management, asset management, and retirement plan solutions. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach supported by both in-house and external managers.

Virginia Wu is a CFP® professional with 11 years of experience in the financial services industry. She is currently with Curi Capital, LLC and has previously worked at firms including Fidelity Investments and Geneos Wealth Management. 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 investment approach combining in-house strategies with external managers and offers a range of services including wealth management, asset management, and retirement plan solutions.

Janelle Mc Creary is a CFP® with nine years of industry experience, currently serving at Curi Capital, LLC. Her prior roles include positions at RMB Capital Management, Mariner Wealth Advisor, Moneta Group Investment Advisors, and Davis & Seiley Wealth Management. 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 with third-party managers, offering services that range from wealth management to specialized solutions for medical professionals.

Jeffrey Burney is a financial advisor with Curi Capital, LLC in Denver, Colorado. He holds Series 63 and Series 66 licenses and has 19 years of industry experience. Since 2015, he has worked at Crestone Asset Management LLC and Crestone Securities LLC. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a range of wealth management, asset management, and retirement plan services. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various strategies and client types.

Seth Davis is a CFP® professional with 19 years of industry experience. He has worked at RMB Capital Management since 2011. He is currently affiliated with Curi Capital, LLC in Denver, CO. 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 using a long-term, fundamental investment approach with a mix of proprietary strategies and third-party managers.

Loren Knaster is a financial advisor at Curi Capital, LLC with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations. Prior to joining Curi Capital, he worked at RMB Capital Management since 2011. Outside of financial advising, he owns LBK Media, LLC and has worked as a freelance sports caster 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 investment approach combining in-house strategies with external managers and offers a range of services including wealth management, asset management, and retirement plan solutions.

Jake Orsborn is a financial advisor with Curi Capital, LLC in Denver, CO, holding a Series 65 designation and three years of industry experience. Prior to joining Curi Capital, he worked at Adobe, Inc., AMG National Trust, and Transtar Insurance Brokers, Inc. 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 across equities and fixed income, offering a range of wealth management, retirement plan, and family office services.

Nicholas Zinn is a financial advisor at Curi Capital, LLC with three years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Curi RMB Capital and Charles Schwab. Prior to entering the advisory field, he was employed at Smith Capital Investors and AppTier LLC and attended Wake Forest University. Curi Capital is an SEC-registered investment adviser managing approximately $11.6 billion in assets, serving individuals, retirement plans, institutions, and family offices. The firm employs a long-term, fundamental investment approach with a focus on both equities and fixed income, utilizing proprietary strategies, third-party managers, and private funds.