Wealth Investment Operations Specialist


Contact Me

Barrett is a Wealth Investment Operations Specialist at Curi Capital, focused on implementing processes that will enable the firm’s continued growth. Barrett joined Curi Capital from Credit Suisse, where he held various positions in departments across the organization—from Collateral Management to Global Markets Trade Management. In his most recent role as an Assistant Vice President at Credit Suisse, he was responsible for all U.S. equity derivative trade management operations for large institutional clients.

Barrett earned a BS in Economics with a minor in Business Administration from North Carolina State University.

Curi RMB Capital, LLC (“Curi RMB”), is an investment adviser in Chicago, IL with other large offices in Raleigh, NC, Denver, CO, and Milwaukee, WI. Curi RMB is registered with the U.S. Securities and Exchange Commission (SEC) under the Investment Advisers Act of 1940. Registration as 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. A copy of the firm’s current written disclosure brochure filed with the SEC which discusses, among other things, Curi RMB's business practices, services, and fees, is available through the SEC's website www.adviserinfo.sec.gov..