Chief Compliance Officer


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Beth serves Curi Capital as the Chief Compliance Officer, monitoring and implementing all regulatory processes and policies for the firm.

Prior to joining Curi Capital following the acquisition of KDI Capital Partners, she spent 18 years as KDI’s Chief Compliance Officer, where she created and implemented their compliance program and led the firm through the process of registering as an Investment Advisor with the SEC.

Beth began her career with HBO & Company, later acquired by McKesson Corp., in Atlanta and held various positions in finance, later becoming the Director of Investor Relations. She received a Bachelor of Science in Business Administration and Management from the University of North Carolina at Chapel Hill, and her MBA with a focus in finance from Georgia 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.