Washington, D.C.

Adde Hollander, Wealth Management Associate

Education: Franklin & Marshall College, Bachelor of Arts in Business and Organization in Society, Applied Mathematics

Previous Experience: Charles Schwab, Client Services and Support Intern , Baysore & Christian Fiduciary Services, LLC, Intern

Adde is a Wealth Management Associate based in Curi Capital’s Washington, D.C. office. She collaborates with wealth advisors to support financial planning efforts and client service needs, assisting w

Washington D.C. Wealth Management Team

Personalized Guidance for Your Financial Journey From our office in the heart of the nation's capital in Washington, D.C., we’re proud to serve clients throughout the District, the Mid-Atlantic, and beyond. Our Washington, D.C. Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice.

Brandon Albin, Client Service Administrator

Education: BS in Hospitality Management, Johnson & Wales University

Affiliations: Disney College Prep Alumni

Previous Experience: Merryl Lynch, Operations Specialist

Brandon joined Curi RMB Capital as a Client Services Administrator in 2025. He manages compliance documents, client files, and account maintenance, while resolving custodial issues and supporting inte

Female breadwinner reviewing financial plan

The Power of Financial Planning for Female Breadwinners

February 18, 2025

Byline Olive Mitchell, CFP®, Wealth Advisor

Women today are starting businesses, breaking barriers in male-dominated industries, and climbing corporate ladders faster than ever before. Over the past decade, the percentage of women in C-suite positions has risen by 12%, and a survey of business owners who started their companies in 2023 found more female founders than male.1 However, this progress has also shed light on a new challenge. Many female breadwinners find themselves stretched thin, balancing financial responsibilities with household management.

Young woman with notepads looking at laptop

Investing Made Simple: A Beginner's Guide

February 13, 2025

Byline Barb Black, CFP®, Partner, Senior Wealth Manager

As a professional in the early stages of your career, you’ve invested significant time and effort into your education. The rigorous demands of building a career can leave little time for catching up on the rest of life. If financial planning has fallen on the backburner these last few years, taking a few simple steps to start investing today can help set the stage for a more secure financial future.   Principles of Smart Investing 

Harry Quimby, Wealth Management Associate

Education: BA in Organization and Management Studies, Gettysburg College

Previous Experience: Investment Specialist, Client Representative, Vanguard

Harry is a Wealth Management Associate based out of Curi RMB Capital’s Washington, D.C. office. Harry assists with financial planning duties and administrative functions, working with wealth advisors

Grandfather and toddler grandchild planting a tree

Navigating the Future of Social Security

August 5, 2024

Byline Barb Black, CFP®, Partner, Senior Wealth Manager

Social Security has long been a cornerstone of retirement security in the United States, providing a source of income for millions of retirees. As concerns for the future solvency of the Social Security program grow across the country, it’s essential for financial planners and retirees alike to understand how these concerns could impact retirement planning. The Future of Social Security: What You Should Know

Three generations of women standing together

The Great Wealth Transfer: IRA Management for Today and Tomorrow

May 13, 2024

Byline Olive Mitchell, CFP®, Wealth Advisor

The Great Wealth Transfer We are currently in the middle of the Great Wealth Transfer in the United States. According to a research report done by Cerulli Associates, $84.4 trillion in wealth will be transferred from households to heirs and charities between 2021 and 2045.1 Many of these dollars will reach beneficiaries in the form of inherited traditional IRAs, Roth IRAs and 401(k) accounts.2 

Olive Mitchell, Wealth Advisor

Education: BS in Biology, Washington and Lee University

Affiliations: Washington and Lee Alumni Association , Business Volunteers Maryland , Athletes Serving Athletes

Previous Experience: Cerity Partners, Principal , Cerity Partners, Relationship Manager , Cerity Partners, Client Service Associate

As a Wealth Advisor for Curi RMB, Olive’s role is to create and manage comprehensive financial plans for individuals and their families. As a team, Olive will work with clients to maximize their finan

Planning for the Unpredictable: What to Know About Disability Insurance

January 18, 2024

Byline Barb Black, CFP®, Partner, Senior Wealth Manager

Key Considerations

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