Shannon Brown, Senior Operations Specialist
Education: BS Business Administration, East Carolina University , MBA, East Carolina University
Previous Experience: Client Services and Training Coordinator with KDI Capital Partners for over 20 years
Shannon is a Senior Operations Specialist at Curi Capital. She handles reporting and other aspects of private investments. Prior to the merger with RMB Capital, Shannon was an Investment Operations An
David Arthur, Partner, Senior Wealth Advisor
Education: B.S. Business Administration from Ohio State University , Southeastern Trust School graduate
Previous Experience: Founder of Park Ridge Asset Management , Director of Regional Portfolio Management for BB&T Asset Management
David serves Curi Capital as a Senior Wealth Advisor, following the acquisition of the company he co-founded, Park Ridge Asset Management.
Hannah Dysinger, Wealth Management Associate
Education: B.S. in Business Administration with a concentration in Finance and a minor in Nutrition, from North Carolina State University
Previous Experience: Investment Associate Intern at Park Ridge Asset Management , Communications, Administrative, and Business Office Intern at the North Carolina National Guard Association
Hannah is a Client Service Associate with Curi Capital, helping support and implement the wealth management team’s full-service and holistic approach for the firm’s clients.
Sheldon Fox, Partner, Senior Wealth Manager
Education: AB in Management Science and Accounting from Duke University
Previous Experience: Financial Planner, Portfolio Manager, and Chief Operating Officer with KDI Capital Partners , Chief Financial Officer of National Commerce Financial and CCB Financial Corp , Partner at KPMG, LLP
Sheldon joined the Curi Capital team following the acquisition of KDI Capital Partners at the end of 2021. In addition to advising clients, he serves as the Team Leader for the firm’s southeast marke
Nurturing Generosity: Teaching Philanthropic Values Across Generations
February 14, 2024
Byline Sheldon Fox, CFP®, Partner, Senior Wealth Manager
One of the most personal statements we can make about our values and priorities is through charitable giving. Philanthropy not only makes a statement about who we are and what we value—literally, putting our money where our mouth is—but it also lays the foundation for the legacy we leave behind in this world.
Targeting the Financial Needs of Women Physicians
January 17, 2024
Byline Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor
Financial wellness is truly something that is defined by the individual, as everyone has a unique set of wants and needs. Everything from income level, career path, and family structure may all contribute to how your personal finances are organized — but it can often go even deeper than that. In particular, I have seen throughout my career that women have their own set of unique needs that sets them apart financially and, in turn, brings them together as a community.
Meet the Curi Capital Team: Spotlight on Katie Strother, Wealth Advisor
September 26, 2023
At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them. This month, we sat down with Katie Strother, Wealth Advisor, to discuss her transition to the Curi Capital team following the Park Ridge Asset Management (PRAM) acquisition, the inspiration behind her career in wealth management, and where she finds joy outside of work.
Meet the Curi Capital Team: Spotlight on David Arthur, Senior Director of Wealth Management
July 31, 2023
At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them. This month, we sat down with David Arthur, Senior Director of Wealth Management, to discuss his transition to the Curi Capital team following the Park Ridge Asset Management (PRAM) acquisition, the evolution of his career, and where he finds joy outside of work.
Meet the Curi Capital Team: Spotlight on Cindy Pittman, Senior Research Analyst
April 27, 2023
At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them. This month, we sat down with Cindy Pittman, Senior Research Analyst, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution of her career, and where she finds joy outside of work.
Meet the Curi Capital Team: Spotlight on Shannon Brown, Investment Operations Analyst
March 20, 2023
At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them. This month, we sat down with Shannon Brown, Investment Operations Analyst, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution of her education and career, and where she finds joy outside of work.