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
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
Christa Madison, V.P., Senior Wealth Advisor
Education: B.S. in Finance and Economics, Illinois State University
Affiliations: Midwest Business Brokers and Intermediaries Association, Board Member , Illinois Manufacturing Association , The Valley Industrial Association , Technology in Manufacturing Association
Previous Experience: Sebold Capital, Managing Director Financial Planning and Business Development , Americana Financial Group, Director of Financial Planning and Training, , Water Tower Financial Partners, Financial Advisor
Christa is a VP, Senior Wealth Advisor at Curi RMB Capital. Christa comes to Curi RMB with 20 years of experience in wealth management and financial planning. Her strategic insight and personalized ap
Olive Mitchell, Wealth Advisor
Education: BS in Biology, Washington and Lee University
Affiliations: Washington and Lee Alumni Association , Business Volunteers Maryland , Athletes Serving Athletes
Previous Experience: Cerity Partners, Principal , Cerity Partners, Relationship Manager , Cerity Partners, Client Service Associate
As a Wealth Advisor for Curi RMB, Olive’s role is to create and manage comprehensive financial plans for individuals and their families. As a team, Olive will work with clients to maximize their finan
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.
Planning for the Unpredictable: What to Know About Disability Insurance
January 18, 2024
Byline Barb Black, CFP®, Partner, Senior Wealth Manager
Key Considerations
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.
There Aren’t Many Universal Truths in Preparing for Retirement, But There are a Few
January 17, 2024
Byline Erica Tarantur, CFP®, CIMA®, Partner, Wealth Advisor
Here at Curi RMB Capital, we offer many different pieces of advice for people thinking about retirement. Everyone’s financial goals and situation are different, and yet, there are several basic guidelines that apply to nearly everyone, no matter what the future holds.