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OUR TEAM

Making wealth truly personal.

CALEB SANDERSON, CFP®

Senior Manager, Retirement Plan Solutions

984-202-2807

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Caleb is the Senior Manager of Retirement Plan Solutions at Curi Capital.

Before Curi Capital, 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.

Related News & Knowledge

March 20th, 2023 Company News

Meet the Curi Capital Team: Spotlight on Shannon Brown, Investment Operations Analyst

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals...

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February 2nd, 2023 Company News

Meet the Curi Capital Team: Spotlight on Sheldon Fox, Senior Director, Family Office Services

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help…

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November 3rd, 2022 Curi Capital

Meet the Curi Capital Team: Spotlight on Beth Dalton, Chief Compliance Officer

This month, we sat down with Beth Dalton, Chief Compliance Officer, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution of her career, and...

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700 Spring Forest Road, Suite 235
Raleigh, NC 27609

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© 2023 Curi
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.