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 clients meet their goals 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 Tina Jacobs, Associate Advisor, Retirement Plan Solutions, to discuss her passion for financial literacy, the evolution of her career, and where she 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 began my role with Curi Capital at the end of November 2021 and have quickly found my place within the team. As an Associate Advisor, I currently support the advisors on the Retirement Plan Solutions team in their work with our clients. While I primarily work remotely from Winston-Salem, I have greatly enjoyed getting to know the team through regular visits to our Raleigh headquarters.
WHAT LED YOU TO YOUR CAREER?
I wasn’t sure what I wanted to do after finishing college in New Zealand (following high school here in the U.S.), so I moved to Australia with close family friends to spend time working and traveling for a few years.
However, financial literacy is something I’ve always believed to be a critical tool for success, and something I wish they would teach more of in primary and secondary schools. Everyone should have at least a basic knowledge of managing their finances when they go out into the real world. This belief has been an important factor in my career choices and path.
WHAT DID YOU DO IN YOUR CAREER BEFORE JOINING CURI CAPITAL?
I studied Finance at Edith Cowan University in Western Australia and began my career on the derivatives team for a brokerage firm there. After that, I went on to work in an advisor support role for Macquarie Bank’s brokerage team in Queensland, Australia.
Upon moving back to the U.S., I worked in various roles at Wells Fargo Bank—the most recent role being a Client Services Associate within their executive benefits team, working on non-qualified retirement plans.
WHAT IS YOUR VISION FOR THE FIRM?
Like my teammates, I aspire for continued growth and opportunities for Curi Capital. This is a strong team, full of smart, determined, and motivated people working towards a clear, unified goal. After working for various large companies for many years in my career, it is rare to see this type of dedication in every role across a company. I’ve learned that leadership matters, and we have the right people at the helm.
WHAT SETS CURI CAPITAL APART FROM OTHER FIRMS?
Without a doubt, the people are what sets Curi Capital apart. I have been a part of the finance industry for over 20 years, and have never been surrounded by a more focused, aligned team who truly, deeply care about their clients’ goals and needs. The team proves to be thoughtful and intentional in all that they do every day.
WHAT HAS BEEN ONE OF THE MOST MEMORABLE EXPERIENCES IN YOUR PERSONAL LIFE?
Having my son. I didn’t think I could love someone so much. He has been a complete game-changer in my life and the way I live it.
Additionally, the experiences I’ve gained living in different cultures has helped me to remember that no matter what we look like or where we live in the world, we all want the same things for the ones we love.
WHAT ARE SOME OF YOUR INTERESTS OR HOBBIES OUTSIDE OF WORK?
When I’m not working, I’m typically in a gym somewhere watching my son play basketball, or I’m out with family and friends at a local college or AAU game. My son has big dreams of playing professionally one day, so our lives largely revolve around basketball.
LEARN MORE ABOUT CURI CAPITAL
Please watch our video to learn more about Curi Capital’s approach to Retirement Plan Solutions. If you are interested in learning more about this offering, please reach out to a member of the team at 984-202-2800.
Curi Wealth Management, LLC, dba Curi Capital, is an investment adviser in Raleigh, North Carolina. Curi Capital is registered with the 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. Curi Capital only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Curi Capital’s current written disclosure brochures, filed with the SEC, which discuss, among other things, Curi Capital’s business practices, services and fees, are available through the SEC’s website at: www.adviserinfo.sec.gov.
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