News & Knowledge
Meet the Curi Capital Team: Spotlight on Hannah Arthur, Senior Client Service Administrator
At Curi RMB Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion aiming to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them. Get to know Hannah Arthur, Senior Client Service Administrator
Nurturing Generosity: Teaching Philanthropic Values Across Generations
Senior Wealth Manager, Sheldon Fox, shares insights into how philanthropic values and a culture of giving can be shared across generations.
Targeting the Financial Needs of Women Physicians
Frances Cronlund explores the unique financial needs of women physicians and how a deeper understanding can help them achieve financial well-being.
Merger Information
We’re proud to announce the close of the Curi Capital and RMB Capital merger—a partnership that will unlock new opportunities and value for our clients and for our team. Together,…
Breaking Down Barriers: Private Markets Open their Doors to Individual Investors
Venture capital, growth equity, leveraged buyouts, private credit, and real assets. The names themselves bring an air of exclusivity. These asset classes have been around for decades with well-established roles…
FAST FACTS: “Catching Up” on Your Retirement Savings
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Meet the Curi Capital Team: Spotlight on Katie Strother, Wealth Advisor
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 David Arthur, Senior Director of Wealth Management
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.
When Budgets Need to Budge
Frances Cronlund explores the importance of setting a budget – even when the process is uncomfortable.
Meet the Curi Capital Team: Spotlight on Cindy Pittman, Senior Research 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…