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 Wealth Management, LLC, dba Curi Capital is an investment adviser in Raleigh, North Carolina. Curi Capital is registered with the Securities and Exchange Commission (SEC). Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Curi Capital only transacts business in states in which it is properly registered or is excluded or exempted from registration. A copy of Curi Capital's current written disclosure brochure filed with the SEC which discusses among other things, Curi Capital's business practices, services and fees, is available through the SEC's website at: www.adviserinfo.sec.gov.