Chief Investment Officer/Chief Operating Officer


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As Chief Investment Officer, Mark oversees Curi Capital’s Investment Committee, asset allocation framework, and investment strategies and is responsible for understanding, managing, and monitoring client portfolios.

Mark is the Past President of the CFA Society North Carolina and a member of the Business Operations Committee at William Peace University.

Prior to joining Curi Capital, he spent 14 years with CAPTRUST Financial Advisors as Senior Director of Wealth Management, playing a significant role in the firm’s growth. He started his career in wealth management at Morgan Stanley’s Ultra-High Net Worth Group. Mark earned his BS in Mathematical Economics from Wake Forest University.

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.