Joined Curi Capital
October 2011
Education
- BA in Broadcast Journalism and Psychology, Syracuse University
- MA in Conflict Resolution, University of Denver
Accreditations
- Chartered Financial Analyst®
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- Jewish Colorado, Volunteer
Previous Experience
- Wisdom in Action, Client Associate
- WIA Financial Management, Business Manager
- WPBN TV, Sports Reporter/Anchor
Bio
Loren leads the Wealth Management Team for Curi Capital’s Denver and Jackson Hole offices, bringing nearly 20 years of experience helping clients navigate their financial lives. He has been with Curi Capital since the Denver office opened in 2011 and continues to enjoy developing and leading a team committed to thoughtful, client-first advice.
A CFA charter holder and CFP® professional, Loren holds a bachelor’s degree from Syracuse University and a master’s degree from the University of Denver. He partners with a select group of clients—including retirees, C-level executives, small business owners, and high-net-worth families—to bring clarity and confidence to complex financial decisions.
Loren takes a collaborative, comprehensive approach, working alongside clients and their trusted advisors, including estate planning attorneys, accountants, and insurance professionals. With a full view of each client’s financial life, he and his team design customized plans that align personal goals with disciplined, long-term investment strategies.
A fourth-generation Colorado native, Loren enjoys golf and exploring all that the state has to offer. He is actively involved in the community, serving on the Foundation Advisory Board for Jewish Colorado and as a member of the JFNA Cabinet. He also has a fondness for Dad jokes, much to the amusement (and occasional groans) of his family.