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 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.