Milwaukee, WI Office

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.

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.

Brian Klein is a financial advisor with Curi Capital, LLC, holding CFP® and Series 65 designations and six years of industry experience. His prior roles include positions at Wealth Enhancement Advisory Services, Wealth Enhancement Group, SVA Wealth Management, Gilbert & Cook, Inc., and US Bancorp Global Fund Services. 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 uses a long-term, fundamental investment approach combining proprietary strategies, third-party managers, mutual funds, and private funds.

Nolan Rehard is a financial advisor at Curi Capital, LLC with one year of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Ameriprise, as well as in roles outside finance including Full Service Painting and Big Blue Swim School. 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, using a long-term, fundamental investment approach with proprietary strategies and third-party managers.

Alex Christiansen is a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at RMB Capital and U.S. Bank. He also spent four years at the University of Wisconsin - Oshkosh. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion using a long-term, fundamental investment approach that combines in-house strategies with external managers and proprietary risk analysis tools.

Nick Fameree is a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at RMB Capital and Financial Planning and Information Services, Inc. Prior to his financial career, he served six years in the United States Marine Corps. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm employs a long-term, fundamental investment approach across equity and fixed income strategies and manages approximately $9.83 billion through a combination of in-house and external managers.