Investment Operations Analyst


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As an Investment Operations Analyst, Shannon oversees firm investment and financial transactions from an operational and service perspective.

Prior to Curi’s acquisition of KDI Capital Partners at the end of 2021, she had been with KDI for over 20 years, most recently serving as the Client Services and Trading Coordinator.

She received a Bachelor of Science in Business Administration and Management from East Carolina University, as well as an MBA through the East Carolina University College of Business.


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.