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 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..