Regional Director/Wealth Advisor Atlanta Market

(984) 202-2800

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Josh is the Regional Director and Wealth Advisor for Curi Capital in the Atlanta and Georgia Markets. Using a holistic approach to wealth management with a foundation in financial planning to understand his client’s goals, Josh partners with clients to develop personalized investment management plans or retirement plan services for businesses.

With over 20 years of experience in the financial services industry, Josh most recently worked as a Client Advisor with Ameris Bank Wealth Management in Atlanta for 6 and a half years.

He earned a BS in Business Administration with a focus in finance from the University of South Alabama and completed the Executive Program for Financial Planning with Distinction from the University of Georgia.

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.