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 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..