Raleigh

Keith Karlawish, Partner, Senior Wealth Advisor

Education: BS in Business Administration from The University of Richmond , MBA from The University of North Carolina at Chapel Hill

Affiliations: Chairman of the Board of the Nationwide Mutual Funds and Variable Insurance Trust, in Columbus, Ohio

Previous Experience: Co-Founder of Park Ridge Asset Management , VP, Portfolio Manager of BB&T Asset Management , SVP, Director of Fixed Income with BB&T Asset Management , President of BB&T Asset Management , President and Trustee of BB&T Mutual Funds and BB&T Variable Insurance Funds

Keith serves Curi Capital as a Senior Director of Wealth Management, following the acquisition of the company he co-founded, Park Ridge Asset Management.

Jessica Pasquale, Wealth Advisor

Education: BA in Journalism and Mass Communications from the University of North Carolina at Chapel Hill

Affiliations: Relationship Advisor at First National Bank , Senior Wealth Planning Analyst at First Citizens Bank , Associate Advisor at Northwestern Mutual

Jessica is a Wealth Advisor with a focus in Financial Planning. She specializes in getting to know clients and families, helping them uncover and prioritize their life goals. Through the planning proc

Katie Strother, Senior Wealth Management Associate

Education: BS in Business Administration with a focus in Financial Planning from Liberty University

Previous Experience: Investment Associate with Park Ridge Asset Management

Katie serves Curi Capital as a Wealth Advisor, following the acquisition of Park Ridge Asset Management.

Frances Cronlund, S.V.P., Senior Wealth Advisor

Education: BA from Salem College in Business Administration with an Economics specialization , Campbell University, The College of Financial Planning , The Wharton School’s Institute for Executive Education

Affiliations: Daughters of the American Revolution chapters in Raleigh

Frances Cronlund is S.V.P., Senior Wealth Advisor for Curi Capital where she provides thought leadership and coaching to our company’s team of advisors while also remaining a practicing advisor.

Cindy Pittman, V.P., Senior Analyst

Education: BS in Accounting from Meredith College , MBA from Duke University

Previous Experience: Senior Research Analyst with KDI Capital Partners , Co-Founder and Fund Manager of a HCIT focused venture fund

Cindy joined the Curi Capital team as a VP, Senior Analyst, following 9 years with KDI Capital Partners before the acquisition in 2021.

Colin Kelly, S.V.P., Portfolio Manager

Education: BA, Economics & Geography – University of North Carolina , Master of Applied Data Science – University of Michigan , MBA – Cornell University

Affiliations: CFA Institute , CFA Society of NC

Previous Experience: KDI Capital Partners – Portfolio Manager , KDI Capital Partners – Sr. Research Analyst , Schonfeld – Portfolio Manager , Square 1 Bank – Associate, Structured Finance Group

Colin manages the Highly Concentrated and Core Equities strategies for Curi Capital following 10 years with KDI Capital Partners as a Portfolio Manager and Senior Research Analyst for the same strateg

Jon Autry, Partner, Portfolio Manager

Education: B.S. in Accounting and Information Systems at North Carolina State University

Previous Experience: Investment Research Associate with Captrust , Operational Analyst in Investment Banking at Credit Suisse , Investment Analyst at North Carolina State University , Senior Investment Analyst at North Carolina State University

Jon is a key leader for the firm’s overall private investments strategy, working with clients to best shape their investment portfolios.

Tina Jacobs, Client Service Associate

Education: BS in Finance and Commerce at Edith Cowan University

Previous Experience: Client Service Associate of Executive Benefits at Wells Fargo , Retirement Plan Specialist at Wells Fargo

Tina is a Client Service Associate at Curi RMB Capital, helping to support the Retirement Plan Solutions team’s comprehensive approach to servicing their clients.

Margaret Hart, V.P., Client Service Manager

Education: BS in Liberal Arts and Professional Studies from Dowling College

Previous Experience: Retirement Brokerage Services with Fidelity Investments , Chase Investments , UBS , RBC , Morgan Stanley

Margaret is the Client Services Manager at Curi Capital, helping to support and implement the wealth management team’s full-service and holistic approach for the firm’s clients. She also aids the team

Beth Dalton, Partner, Deputy Chief Compliance Officer

Education: BS Business Administration, University of North Carolina Chapel Hill , MBA, Georgia State University

Previous Experience: Chief Compliance Office with KDI Capital Partners for over 18 years , Director of Investor Relations with HBO & Company

Beth is the Deputy Chief Compliance Officer of Curi Capital. She assists in all aspects of compliance as it relates to Curi Capital's advisory business. Before its merger with RMB Capital, Beth was th

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