Life rewards those
who stay curious
Curi Capital was founded on the idea 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. 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.
Your financial goals are ours.
At Curi Capital, we know there’s a better way than the impersonal finance strategies of the past. Just like you want what’s best for your profession, your patients, and your family, 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.
- Achieving financial goals enriches life—beating an index does not.
- Discipline and an accountability partner are key to financial success.
- Minimizing taxes and fees doesn’t have to mean sacrificing returns.
- Private investments diversify and strengthen the modern portfolio.
- Uncertainty is the only certainty.
Curi has partnered with the medical community for more than 45 years. This partnership has given us insight and experience into the issues and circumstances unique to physicians’ lives—and we know every life tells a different story.
The core of our approach is developing a comprehensive financial life plan. We prioritize understanding you first—your goals and your concerns—in order to deliver a tailored solution that takes the best care of you. And while we get to know you, you get to know us. Over time, you see the value we add: enhanced quality of life, achievement of your goals, and true peace of mind.
Three ways to find your true wealth.
Comprehensive wealth advisory services designed to help you take control of your financial life and build a lasting legacy.
Retirement Plan Solutions
A holistic approach to retirement plan consulting and risk mitigation.
Private investment strategies not available to the retail investor—critical in today’s changing investment landscape.
Created to be better. Just for you.
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.
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.
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.
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.
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.
All of us.
Here for you.
Two Great Organizations—One Elite Team
Your Curi Capital wealth management team is powered by Curi—a Medical Mutual Company—and MAI Capital Management. Two great organizations with leadership teams focused on securing strong financial futures for physicians, professionals, entrepreneurs, individuals, and their families. Emphasizing private investment opportunities and innovative solutions to help drive your wealth, however you define it.
12 CFAs 19 CFPs 21 CPAs 19 MBAs
Our Leadership Team
Dale Jenkins, Chief Executive Officer
David Sousa, Chief Operating Officer
Jason Sandner, Chief Financial Officer
Tony Vance, Chief Commercial Officer
Rick Buoncore, Managing Partner
John Zaller, CFA, Chief Investment Officer
Jim Kacic, Chief Financial Officer
Jim Smith, Managing Director
Our Core Team
MARK PACCIONE CFA, CFP®, BFA™
As Chief Investment Officer, Mark oversees Curi Capital’s investment strategies. Mark is responsible for understanding, managing, and monitoring client portfolios. As the Chief Operating Officer, Mark oversees the day-to-day administrative and operational functions of Curi Capital.
He serves as the President of the North Carolina CFA Society, the Treasurer of High Noon Toastmasters, and as a board member of the Academy of Finance at Sanderson High School in Raleigh, NC.
Mark earned a BS in Mathematical Economics from Wake Forest University. Prior to joining Curi Capital, spent 14 years with CAPTRUST Financial Advisors as Senior Director of Wealth Management, playing a significant role in the firm’s growth. He started his career in wealth management at Morgan Stanley’s Ultra-High Net Worth Group, working with an elite Barron’s Top 50 Advisory Team.
FRANCES CRONLUND CIMA®, CExP™, CTFA, CFP®
Frances partners with clients as they develop and manage their goals-based and comprehensive wealth plan. She takes the time to thoroughly understand her client’s goals, resources, and life perspective, and then collaborates with them to develop a personalized plan that is well coordinated, objective, and personally meaningful.
Frances earned a BA from Salem College in Business Administration, with an Economics specialization. Before joining Curi Capital, she worked as a Senior Vice President and Senior Wealth Planning Specialist at First Citizens Bank, where she built an ultra-high net worth wealth planning offering. She also served as Vice President and Financial Planning Strategist at BB&T, where she launched a fee-based wealth planning offering that was scaled to support a growing footprint across eight states and three market segments.
Cameron is a private wealth advisor at Curi Capital. He helps clients reach their financial goals by utilizing Curi Capital’s comprehensive investment platform and financial planning services.
He serves as President of Abilities Tennis NC (a non-profit that serves the intellectually disabled) and on the board of Step-Up Ministry.
Cameron earned a BSBA from the University of North Carolina at Chapel Hill. Prior to Curi Capital, Cameron served as a financial advisor at Morgan Stanley and Morgan Keegan.
Duncan is a private wealth advisor at Curi Capital. He helps clients reach their financial goals by utilizing Curi Capital’s comprehensive investment platform and financial planning services.
He serves on the White Memorial Church Generosity Committee and the Raleigh Ducks Unlimited Committee. He has been involved with the YMCA We Build People Campaign, Wake Boys & Girls Club Breakfast of Champions, and Habitat for Humanity.
Duncan earned a BA in Political Science with a minor in Business from North Carolina State University. Prior to joining Curi Capital, Duncan worked as a financial advisor for Morgan Stanley and was a Vice President at Lookout Capital.
JOE DILLON, CFP®, CLU®
Joe leads Curi Capital’s retirement plan solutions business, with a focus on retirement plan consulting, investment management, and financial wellness for the firm’s institutional clients.
Joe serves as a board member at Children’s Flight of Hope, a non-profit that provides air transportation for critically ill children. He chairs the committee for their annual Triangle Hops for Hope fundraiser.
Joe earned a BA in Political Science and International Relations from Ohio University. Prior to joining Curi Capital, he was an Investment Strategist and Relationship Manager with CAPTRUST Financial Advisors. During his time there, he helped employers evaluate their retirement plan’s investments, service providers, and other products and services offered to them and their employees.
Caleb is a retirement plan advisor and relationship manager at Curi Capital.
He earned a BS in Economics at North Carolina State University. Before Curi Capital, Caleb was a member of the defined contribution research team at CAPTRUST Financial Advisors.
As a Client Service Associate at Curi Capital, Heidi is dedicated to providing the highest level of service to the firm’s clients.
She has 16 years of wealth management experience, primarily with Morgan Stanley. She has obtained her FINRA Series 7 and 66, and she studied at the University of Arizona.
ERIN ROGERS, CFP®
Erin is a Client Service Associate at Curi Capital, helping to support and implement the wealth management team’s full-service and holistic approach for the firm’s clients.
Prior to her role with Curi Capital, she spent five years at Fidelity Investments, working with high-net-worth clients as a Relationship Manager. She studied at Bucknell University.