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 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..