Senior Director, Wealth Management


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David serves Curi Capital as a Senior Director of Wealth Management, following the acquisition of the company he co-founded, Park Ridge Asset Management.

Prior to the founding of Park Ridge Asset Management in 2008, David was the Director of Regional Portfolio Management for BB&T Asset Management. In this role, he oversaw the management of the division’s institutional and high net worth portfolio managers, as well as the firm’s separate account and alternative investment platforms. Prior to this role, he was responsible for directly managing over $300 million in assets for clients of BB&T Asset Management.

He graduated from Ohio State University with a BS in Business Administration and is also a graduate of the Southeastern Trust School. David has also earned the designation of Chartered Financial Analyst and Qualified Kingdom Advisor™.

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.