Managing Director, Equities


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Colin manages the Highly Concentrated strategy and co-manages the Core Equities Strategy for Curi Capital, following 10 years with KDI Capital Partners as a Senior Research Analyst and Portfolio Manager before the acquisition in 2021.

Previously in his career, he managed a long/short equity portfolio for Opus Trading Fund, the proprietary trading group at Schonfeld. He also worked as an Associate at Square 1 Bank, underwriting debt funding for start-up tech firms.

Colin received a Bachelor of Arts in Economics and Geography from the University of North Carolina at Chapel Hill, as well as an MBA from Cornell University’s Johnson Graduate School of Management where he was recognized as a Roy H. Park Fellow. He is currently enrolled in the Master’s program of Applied Data Science at the University of Michigan.

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.