Joined Curi Capital
May 2024
Education
- BS in Finance, Wake Forest University
Previous Experience
- Charles Schwab, Financial Service Representative
- Smith Capital Investors, Summer Analyst
Bio
Foster joined Curi Capital as a Wealth Management Associate. He is responsible for providing support to Wealth Advisors by gathering the necessary data to manage client relationships.
He joined us after two years at Charles Schwab as a financial service professional. There, he educated 40+ clients daily about investment products, trading tools, market mechanics, and retirement choices to continuously improve client experience.
Foster received his Bachelor of Science in Finance from the Wake Forest University School of Business. In his free time, he is an avid golfer and tennis player during the summer and skier during the winter.