Caleb is the Senior Manager of Retirement Plan Solutions at Curi Capital, working closely with business owners to develop a robust workplace retirement savings program for their team. Caleb works to understand the unique structures of an organization to then figure out the company’s optimal retirement savings program through plan design consultation, fiduciary governance oversight, and appropriate investment allocation.

Before joining the Curi Capital team, Caleb was a member of the defined contribution research team at CAPTRUST Financial Advisors. He earned a BS in Economics at North Carolina State University.