Joined Curi Capital
March 2026
Education
- University of Minnesota, Bachelor of Science in Sport Management, Business Law
Previous Experience
- Cresset, Private Wealth Client Services Associate
- Wells Fargo, Licensed Client Service Specialist
Bio
Sam joined the Curi Capital team in Minneapolis in 2026 as a Wealth Management Associate. He brings experience supporting high-net-worth clients in both private banking and RIA environments, with a strong background in client service, operations, and financial planning support.
Sam graduated from the University of Minnesota with a B.S. in Sport Management and a Minor in Business Law. He is passionate about building long-term relationships and helping families make thoughtful financial decisions. He plans to pursue his CFP® designation and continue to expand his wealth planning abilities.
Outside of work, Sam is a big fan of staying active — whether that’s getting up north on a fishing trip, running around the city’s lakes, or cheering on its sports teams.