Senior Director, Wealth Management


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Keith serves Curi Capital as a Senior Director of Wealth Management, following the acquisition of the company he co-founded, Park Ridge Asset Management.

Prior to the founding of Park Ridge Asset Management in 2008, Keith was Vice President, Portfolio Manager, Senior Vice President, Director of Fixed Income, and eventually President of BB&T Asset Management. He also served as President and Trustee of BB&T Mutual Funds and BB&T Variable Insurance Funds.

Keith graduated from The University of Richmond with a BS in Business Administration and later earned his MBA from The University of North Carolina at Chapel Hill. He also earned the designation of Chartered Financial Analyst, and currently serves as Chairman of the Board of the Nationwide Mutual Funds and Variable Insurance Trust, in Columbus, Ohio.

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.