News & Knowledge
Smart takes on curated topics that matter most in wealth management.
Meet the Curi Capital Team: Spotlight on Shannon Brown, Investment Operations Analyst
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…
Meet the Curi Capital Team: Spotlight on Sheldon Fox, Senior Director, Family Office Services
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…
Meet the Curi Capital Team: Spotlight on Beth Dalton, Chief Compliance Officer
This month, we sat down with Beth Dalton, Chief Compliance Officer, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution of her career, and…
Maximum Pain: Q4 2022 Market Commentary
The third quarter was another volatile quarter for markets as central banks around the world continued hiking interest rates to get high inflation under control. The S&P 500 rallied 17.7%…
Meet the Curi Capital Team: Spotlight on John Day, Managing Director of Equities
This month, we sat down with John Day, Managing Director of Equities, to discuss the evolution of the industry and his career, shift to the Curi Capital team following the…
Seeking Comfort through Uncertainty: Private Markets Overview Q2 2022
It’s nearly impossible to turn on the news without hearing talk of inflation, rising interest rates, and the impending recession. These headlines can be unnerving for individuals, and rightfully so….
The Importance of ERISA Plan Administrators
It’s not uncommon for Defined Contribution (DC) plan fiduciaries to be confused about the responsibilities of their retirement plan administrator. However, if you serve in a fiduciary role for your…
The Waypoint: Q3 2022 Market Commentary
Navigators use waypoints to ensure they’re on the correct path. While a flight path may look like a straight line on a map, it’s actually a series of very minor…
Meet the Curi Capital Team: Spotlight on Colin Kelly, Managing Director of Equities
This month, we sat down with Colin Kelly, Managing Director of Equities, to discuss his transition to the Curi Capital team following the KDI acquisition, the evolution of his career,…
Meet the Curi Capital Team: Spotlight on Jon Autry, Director of Private Investments
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…