Morgan Strickland, Client Service Administrator
Education: BA in Sociology and Psychology, University of South Alabama
Morgan joined the Curi Capital team as a Client Services Administrator in April 2025 and is based in the firm’s Raleigh office. She supports wealth management associates and advisors in delivering exc
Paige Vega, Client Service Administrator
Education: Bachelor of Science, University of Wisconsin-River Falls
Previous Experience: TRIA Orthopedics, Rehab Administrative Assistant
Paige joined Curi RMB Capital in 2025 as a Client Service Administrator. She supports advisors and clients as a member of the Minneapolis Client Service team. Before joining the firm, she spent two ye
Brandon Albin, Client Service Administrator
Education: BS in Hospitality Management, Johnson & Wales University
Affiliations: Disney College Prep Alumni
Previous Experience: Merryl Lynch, Operations Specialist
Brandon joined Curi RMB Capital as a Client Services Administrator in 2025. He manages compliance documents, client files, and account maintenance, while resolving custodial issues and supporting inteCentralized Client Service Team
All of Us. Here for you. Located across eight Curi Capital offices nationwide, our centralized client service team plays a vital role in meeting clients’ everyday business needs. Our team-based approach helps ensure that your request is addressed by an experienced and knowledgeable member of our team in a timely manner. This team is part of the heart of our commitment to client satisfaction and deep relationships.
Meghan Hayes, Client Service Administrator / Office Coordinator
Education: Bachelor of Fine Arts in Musical Theatre, Millikin University
Previous Experience: Business Officer – TD Securities Automated Trading , Administrative Employee – Millikin University Office of Admissions
Meghan joined Curi RMB Capital in 2024 as a Client Service Administrator. She is in the Minneapolis office and supports the advisor team, as well as Curi RMB Capital clientele. Meghan joins the firm f
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
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.
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
Laura Palmer, Client Service Administrator
Education: Bachelor of Arts in General Studies, University of Northern Iowa
Previous Experience: Bank of the West, Fiduciary Associate , Broadridge Financial Solutions Inc., Fiduciary Services Specialist
Laura is a client services administrator located in the Denver, CO office. Before joining Curi Capital, she worked as a Fiduciary Associate at Bank of the West in the Wealth Management trust accounts
Catherine Roberts, Administrative Assistant
Education: MS in Education, Northwestern University
Previous Experience: 10 Talent Agency, Actor , Athletico Physical Therapy, Patient Experience Coordinator
Catherine is the Administrative Assistant for the RMB Capital Lake Forest Office. Catherine is responsible for coordinating scheduling, events, and other day-to-day office tasks.