Carrie Spounias, Administrative Assistant
Previous Experience: Sebold Capital Management, Inc., Office Administrator , Carotec Inc., Office Manager
Caroline (Carrie) comes to Curie RMB with over 25 years of office management and administration experience. Carrie has a strong background in overseeing office operations, and providing excellent cust
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:
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.
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.
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.
Keeping It in the Family: Intrafamily Loans
March 19, 2024
Byline Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager
I recently worked with a couple who wanted to support their adult child through the process of buying his first home. Though their son had saved for a down payment, the parents felt that the current real estate market and high interest rates would limit his options and saddle him with a burdensome fixed monthly payment.
Caleb Barbee, Wealth Management Associate
Education: BBA in Finance, Western Michigan University
Previous Experience: Robert Half, Engagement Professional , Applied Innovation, Accounts Receivable/ Collections Specialist
Caleb is a Wealth Management Associate at Curi RMB Capital. He is responsible for performing administrative and financial planning functions while working in a team environment. He also assists the We