Raleigh

Meet the Curi Capital Team: Spotlight on Frances Cronlund, Wealth Planning

May 12, 2021

*Frances Cronlund was Senior Director of Wealth Planning at the time of this interview. She was promoted to Managing Director of Wealth Strategy in Jan. 2022. 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.

James Rosselle, Partner, Senior Retirement Plan Advisor

Education: BS in Geology, University of North Carolina

Affiliations: National Association of Plan Advisors, Member , American Society of Pension Professionals and Actuaries, Member , Series 65 License with FINRA

Previous Experience: Lincoln Trust Company, Retirement Plan Consultant , ePlan Services, Relationship Manger , Great-West Life & Annuity, 401(k) Compliance Analyst

James is the S.V.P. and Director of Retirement Plan Solutions for Curi RMB Capital. He is responsible for leading and managing the retirement plan consulting business at Curi RMB Capital.