Associate Advisor


Contact Me

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 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..