JOE DILLON, CFP®, CLU®
Managing Director, Retirement Plan Solutions
Joe leads Curi Capital’s retirement plan solutions business, with a focus on retirement plan consulting, investment management, and financial wellness for the firm’s institutional clients.
Joe serves as a board member at Children's Flight of Hope, a non-profit that provides air transportation for critically ill children. He chairs the committee for their annual Triangle Hops for Hope fundraiser.
Prior to joining Curi Capital, he was an Investment Strategist and Relationship Manager with CAPTRUST Financial Advisors. During his time there, he helped employers evaluate their retirement plan's investments, service providers, and other products and services offered to them and their employees. Joe earned a BA in Political Science and International Relations from Ohio University.