Associate Advisor


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Caitlin is an Associate Advisor at Curi Capital, helping support and implement the wealth management team’s full-service and holistic approach for the firm’s clients.

Prior to joining the Curi Capital team, she worked as a Client Service Associate with Morgan Stanley Wealth Management and most recently served as a Branch Licensing Coordinator with Equitable Advisors. 

She earned a BA in Psychology from Appalachian 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.