Director of Private Investments


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As the Director of Private Investments, Jon is a key leader for the firm’s overall private investments strategy, working with clients to best shape their investment portfolios.

Prior to joining the Curi Capital team he worked as an Investment Analyst, and later as a Senior Investment Analyst at North Carolina State University. Jon spent several years before that as an Investment Research Associate with Captrust, in addition to being an Operational Analyst in Investment Banking at Credit Suisse.

He received a Bachelor of Science in Accounting and Information Systems at North Carolina State University. Jon has earned his CAIA charterholder designation.

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..