Raleigh

Seth Wernick, Business Development Officer

Education: BA in Business Administration, The University of Georgia

Previous Experience: Liquid Strategies, Director of Advisor Solutions , Bison Wealth, Manager of Advisor Relations , E*TRADE from Morgan Stanley, Associate Financial Consultant

Seth Wernick joined Curi Capital in 2025 as a Business Development Officer in our Raleigh office. Seth brings experience in business development and financial advisory, with recent experience at Liqui

As a Business Development Officer – Physicians and Healthcare, you will play a crucial role in driving growth and achieving sales excellence as an important member of our high performance Wealth team.

Morgan Strickland, Client Service Administrator

Education: BA in Sociology and Psychology, University of South Alabama

Morgan joined the Curi Capital team as a Client Services Administrator in April 2025 and is based in the firm’s Raleigh office. She supports wealth management associates and advisors in delivering exc

The Raleigh Wealth Management Team

Personalized Guidance for Your Financial Journey While our office’s roots are in the City of Oaks, we are proud to serve clients from across the region. Our Raleigh Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice. Coupling the knowledge of your objectives, preferences, and risk tolerance with our comprehensive wealth advisory services, we can better guide you on your financial journey—wherever you want it to take you. 

Hattie Warner, Wealth Management Associate

Education: B.S. in Business Administration with a concentration in Marketing and a minor in Political Science, North Carolina State University

Previous Experience: First Citizens Bank, Portfolio Strategist Specialist

Older woman with pink blouse sitting on couch looking at laptop

Navigating the Financial Gray in Divorce: 10 Common Considerations

April 24, 2024

Byline Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

Gray divorce, involving spouses over 50 years old, has become increasingly common in the U.S. in recent years. In 1990, only 8.7% of all divorces involved adults 50 and older. By 2019, that percentage had risen to 36%.1 Divorce at this stage in life comes with unique financial concerns, including less time to recover financially, adapting to new standards of living, and healthcare costs. Here are some common considerations when navigating this significant life transition:

Caleb Sanderson, Partner, Senior Retirement Plan Advisor

Education: BS in Economics at North Carolina State University

Previous Experience: Defined Contribution Research Team at CAPTRUST Financial Advisors

Caleb is the Partner, Retirement Plan Advisor at Curi Capital, working closely with business owners to develop a robust workplace retirement savings program for their team. Caleb works to understand t

Caitlin Patterson, Senior Client Service Administrator

Education: BS in Psychology from Appalachian State University

Previous Experience: Client Service Associate with Morgan Stanley Wealth Management , Branch Licensing Coordinator with Equitable Advisors

Caitlin is a Senior Client Service Administrator at Curi Capital, helping support and implement the wealth management team’s full-service and holistic approach for the firm’s clients.

Barrett Knowles, Operations Analyst

Education: BS in Economics with a minor in Business Administration from North Carolina State University

Previous Experience: Collateral Management and Global Markets Trade Management with Credit Suisse , Assistant Vice President at Credit Suisse

Barrett is an Operations Analyst at Curi Capital, focused on implementing processes that will enable the firm’s continued growth. Barrett joined Curi Capital from Credit Suisse, where he held various

Duncan Gibson, Partner, Wealth Advisor

Education: BA Political Science, Minor in Business North Carolina State University

Affiliations: White Memorial Generosity Committee , Frances Lacy Foundation , YMCA We Build People , Salvation Army

Previous Experience: SharpVue Capital , Morgan Stanley

Duncan is a Partner and Wealth Advisor at Curi Capital. In this role he works with high-net-worth individuals and families tailoring financial planning and investment strategies to their needs.

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