Wealth Advisor


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Katie serves Curi Capital as a Wealth Advisor, following the acquisition of Park Ridge Asset Management.

Prior to joining the Curi Capital team, Katie was an Investment Associate with Park Ridge Asset Management for seven years, up until the acquisition.

Katie graduated Summa Cum Laude from Liberty University in 2015 with a BS in Business Administration, with a focus in Financial Planning. She also earned her Certified Financial Planner™ 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.