At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion necessary to make this goal a reality through a wide range of financial services and solutions—and we’d love for you to meet them.
Each month, we will engage a different member of the Curi Capital team to learn more about their experiences, their insights, and their perspectives, while providing an opportunity for you to get to know them on a more personal level.
This month, we sat down with Cameron Rosenow, Senior Director of Private Wealth, to discuss how he’s experienced the firm’s growth from the start, how the team’s entrepreneurial spirit coupled with deep experience in the financial services space is an asset, and where he finds joy outside of work.
Could you tell us about your role with Curi Capital and what your experience has been like so far?
I primarily spend my time prospecting business, onboarding clients, and organizing the financial planning and investment process. I also play a large role in private investment strategies for the firm. In truth, there is nothing that I haven’t had the opportunity to work on—from filing paperwork to helping build some of our core offerings from the ground up, I’ve been part of Curi Capital’s journey every step of the way.
Our success today speaks to the grit of our team and the determination of our parent company, Curi, for recognizing that we could bring great benefit to their member physicians and beyond. What gives me great satisfaction is serving and providing value to our clients. We have the team and resources that have created capacity for us to do so moving forward.
What led you to pursuing your career?
I interned at Morgan Keegan one summer in college, where the opportunity arose to join a financial advisory training week. During this time, I was in business school at UNC Chapel Hill, heavily pursuing investment banking with offers to do so upon graduation. I was intrigued when I learned about the ways financial advisors work closely with people to help them problem-solve, and how the work differs every day as markets shift and people face new challenges and opportunities in each stage of life. That training led me to begin my career with Morgan Keegan.
What did you do in your career before joining the Curi Capital team?
I’ve been an advisor for almost thirteen years—with Morgan Keegan, then Morgan Stanley, and now with Curi for the past five years. One thing I appreciate about my current role is that we are not wedded to the old ways of doing business. We have been able to define success ourselves by selecting resources and building the offerings that benefit our clients. This has been a blessing in a fast-moving industry where you need the ability to pivot quickly.
What is your vision or goals for the firm?
Three goals I have are to continue adding incredible talent to our team, to become a nationally recognized brand for our client service in the next five years, and to reach the billion-dollar mark in assets under advisement in relatively short order. I want people to see our firm synonymously with financial success, but also with being a charitable support system for our community.
What makes Curi Capital different from other firms?
I see our high-energy, entrepreneurial spirit, and our advisors’ career trajectories as a differentiating factor. When it comes to personal wealth planning and management, many people want a 30+ year relationship that will extend from the prime of their career through retirement.
As I mentioned above, we also have the ability to pivot and do things in an innovative way due to our size and age, along with our strong institutional backing. From a physician standpoint, being part of the Curi family creates an alignment that you will not often see in this industry. We have put ourselves on the same side of the table as a key group of professionals that we know and know how to serve well.
What has been one of the most memorable experiences in your personal life? How has it shaped you as an individual?
Meeting my wife—she has taught me so much about myself. You go around the world not realizing that you are half of something until you find that person, and that has been the greatest accomplishment for me. We will be celebrating our one-year anniversary this month and are expecting our first child in May 2021.
What are some of your interests or hobbies outside of work?
Tennis is one of my greatest passions, and I’ve had the opportunity to compete nationally, even winning some championships with USTA elite teams. I’m also the President of Abilities Tennis Association of North Carolina, which is a charity that focuses on intellectually disabled athletes. We have the honor of serving over 500 athletes across the state.
In addition, I’m on the board for StepUp Ministry, which is a wonderful organization that helps individuals develop socioeconomic skills to prepare to re-enter the community and engage with the economy.
I’m also passionate about music and enjoy singing in a band that donates a majority of our proceeds to Make-A-Wish wishes. It is so easy to be singularly focused on what is right in front of you, and miss some of the important things going on in the world around you. Staying involved keeps me grounded.
Learn more about Curi Capital
Please watch our video to learn more about Curi Capital’s approach to wealth management. If you are interested in learning more about this offering, please reach out to a member of the team at 984-202-2800.
Curi Capital is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the SEC. A copy of Curi Capital’s current disclosure brochure, which describes, among other things, Curi Capital’s business practices, services and fees, is available through the SEC’s website at www.adviserinfo.sec.gov.
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At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help…