Senior Manager, Retirement Plan Solutions


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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.


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..