CURI CAPITAL was founded on the idea that true wealth means something different to all. Whether you’re a physician, an administrator, or a dreamer, everyone has their own goals in life. It could be spending time with loved ones—doing what you want, when you want. Or, being prepared for life’s unexpected twists. Whatever wealth means to you, it starts with a smarter way to diversify and grow your personal finances, so you can focus on life without worry.

Curious? Hear from our leaders

OUR FIRM

Our financial goals are yours.

At Curi Capital, we know there’s a better way than the impersonal finance strategies of the past, from buy-and-sell models to high-commission products that are not in your best interest. Just like you want what’s best for your profession, or perhaps your patients, we want what’s best for you and your finances. That’s why we’ve modeled our goals after yours. We stay curious—exploring new opportunities and innovative investment strategies to transform the investing experience for you. Our approach allows you to realize the true value of those invaluable moments.

OUR SOLUTIONS

Three ways to find your true wealth.

Wealth Management
Comprehensive wealth advisory services designed to help you take control of your financial life and build a lasting legacy.

Asset Management
Institutional-grade investment strategies for qualified individuals and institutional investors.

Retirement Plan Solutions
A holistic approach to retirement plan consulting and risk mitigation.

Curious? Learn More About Our Solutions

OUR DIFFERENCE

Created to be better. Just for you.

Curiosity
It drives everything we do—from smart, innovative investment strategies to pushing boundaries for your best financial interest. It’s what enlightened us to be one of the first to offer malpractice insurance to protect doctors, and will continue to inspire us well into the future.

Specialization
We got our start serving the physicians who own our parent company—a group we know well. This focus has enabled us to create tailored solutions and offer unsurpassed service for these investors and others in similar situations.

Fiduciary Commitment
We put your interests first. We are a fee-only advisor and do not accept commissions or outside fees. This allows us to focus on your long-term goals, not one-off transactions.

Access
Deep market knowledge and networks give us access to investment opportunities typically only available to institutional investors. Our high-level access and due diligence allows you to diversify with confidence.

Committee Approach
Unlike most firms, our whole team—not a singular advisor—is centered around you and your family’s financial goals. Our model is simple: Make sure you’re heard, understood, and connected. Always.

OUR TEAM

All of us.
Here for you.

CAMERON ROSENOW

CAMERON ROSENOW

Director, Private Wealth

Cameron leads the business development and client retention initiatives at Curi Capital. In this role, he helps clients utilize Curi Capital’s comprehensive investment platform and coordinates investors’ allocations across public and private strategies. Prior to Curi Capital, Cameron served as a financial advisor at Morgan Stanley and Morgan Keegan.

Education: UNC – Chapel Hill, BSBA
Phone: 984-202-2804
DUNCAN GIBSON

DUNCAN GIBSON

Director, Private Wealth

Duncan leads the business development and client retention initiatives at Curi Capital. In this role, he helps clients utilize Curi Capital’s comprehensive investment platform and coordinates investors’ allocations across public and private strategies. Prior to Curi Capital, Duncan worked in wealth management with Morgan Stanley and for private equity firm Lookout Capital.

Education: NC State University, BSBA
Phone: 984-202-2803
JOE DILLON, CFP®

JOE DILLON, CFP®

Director, Retirement Plan Solutions

Joe leads Curi Capital’s institutional consulting business, with a focus on holistic retirement plan consulting and risk mitigation for the firm’s institutional clients. He brings more than 15 years of experience in retirement planning and investment consulting to the role and most recently worked at CAPTRUST Financial Advisors. His expertise is in defined contribution, defined benefit, and non-qualified deferred compensation arrangements for highly compensated employees.

Education: Ohio University
Phone: 984-202-2802
HEIDI BANNERMAN

HEIDI BANNERMAN

Client Services Associate

Heidi is dedicated to providing the highest level of service to Curi Capital’s clients. With more than 15 years of experience in finance, she is well-versed in the industry and calls upon her expertise to support the firm’s full-circle approach to wealth management. Prior to joining Curi Capital, Heidi worked at Morgan Stanley after obtaining her FINRA Series 7 and 66.

Education: University of Arizona
Phone: 984-202-2806