Managing Director, Wealth Strategy


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Frances Cronlund is our Managing Director of Wealth Strategy for Curi Capital where she provides thought leadership and coaching to our company’s team of advisors while also remaining a practicing advisor.

Frances is Chicago native with roots in Northern Ohio and East Tennessee. She earned her BA from Salem College in Business Administration with an Economics specialization. Frances furthered her education at Campbell University, The College of Financial Planning and The Wharton School’s Institute for Executive Education.

Frances is also a financial planning guest lecturer at her alma mater, Salem College, which just celebrated their 250th anniversary. To commemorate the anniversary, Frances and four other alumnae recreated their founders’ journey by walking 500 miles from Bethlehem, PA to Winston-Salem, NC, on foot.  PBS created a documentary, “Journey to Salem,” about their adventure which was released in March 2023. Outside of the office, Frances and her husband, Matt, love traveling with their children, Katrin and Henry.

Now in her 26th year in wealth management, she is driven by a desire to prepare families through financial education.

Registered Rep

Investment Advisory Services are offered through Curi Capital. Securities are offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. LSF is not an affiliated company.

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..