Wealth Management

Jeffrey Burney, Partner, Chief Client Officer

Education: BBA in Finance and Business Economics, Ohio University

Affiliations: Boy Scouts of America, Greater Colorado Council, Executive Board , The Denver Foundation, Professional Advisors Council , University of Colorado, Denver Business School, Jake Jabs Center for Entrepreneurship, Advisory Council , Greenhouse Scholars, Development and Advisory Board

Previous Experience: Crestone Capital, LLC, Chief Strategy Officer , JP Morgan Private Bank, Executive Director

Jeff is the Chief Client Officer of Curi Capital. He is responsible for leading and managing the private client efforts of the firm which includes wealth management, family office services, and retire

Meet the Curi Capital Team: Spotlight on Colin Kelly, Managing Director of Equities

June 3, 2022

This month, we sat down with Colin Kelly, Managing Director of Equities, to discuss his transition to the Curi Capital team following the KDI acquisition, the evolution of his career, and where he finds joy outside of work. 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.

Meet the Curi Capital Team: Spotlight on Jon Autry, Director of Private Investments

April 28, 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. Each month, we will engage a different member of the Curi Capital team to learn more about their experiences, their insights, and their perspectives, while providing an opportunity for you to get to know them on a more personal level.

Meet the Curi Capital Team: Spotlight on Tina Jacobs, Associate Advisor

March 31, 2022

Nick Fameree, Senior Wealth Management Associate

Education: BBA in Finance, University of Wisconsin - Oshkosh

Affiliations: United States Marine Corps Reserves, Platoon Sergeant

Previous Experience: Financial Planning & Information Services, Inc., Financial Planning & Operations Assistant , Lineage Retirement & Wealth Management, Financial Planning Intern

Nick joined RMB Capital in 2022. Nick is responsible for certain administrative and financial planning functions associated with servicing clients. He assists wealth advisors in establishing relations

Sam Buchenau, Senior Wealth Management Associate

Education: Bachelor of Business Administration in Management, Terry College of Business, University of Georgia , Anglo-American University - International Business, Prague, Czech Republic

Affiliations: Denver Urban Gardens, Workday Volunteer

Previous Experience: Fidelity Investments, High Net Worth Associate , Tread Global LLC, Business Analyst and Project Management , Woodruff Sawyer & Co., Business Development and Analyst Intern , Dream Big Day Camp, Director of Operations

Meet the Curi Capital Team: Spotlight on Jessica Vester, Wealth Advisor

February 28, 2022

Meet the Curi Capital Team: Spotlight on Barrett Knowles, Wealth Investment Operations Specialist

January 11, 2022

While the Market Continues to Recover, Inflation and Uncertainty Loom

December 15, 2021

It has been 18 months since we were introduced to COVID-19 in the U.S. Since then, we began to see cases decrease as vaccination distribution took hold over the first five months of the year. But this summer, we saw the resurgence of COVID-19 due to the delta variant, and with that came a slowdown in the economic recovery, creating some choppiness in growth across industries. However, there continues to be hope of a full economic recovery as the pace of vaccination distributions continues to increase. As of September 30, nearly 55% of the total U.S. population was fully vaccinated.

Behavioral Finance: Navigating Uncertainty and Doubt

December 15, 2021

Byline Michele Francisco, Partner, Chief Client Officer

It is often said that stock markets climb a wall of worry. This makes sense, since historically the market has gone up over time and there always seems to be something to worry about. 2021 is no exception. Year-to-date (through October), the S&P 500 is up about 19%. The S&P 500 Index is widely regarded as the best single gauge of the U.S. equity market. It includes 500 leading companies in leading industries of the U.S. economy. The index focuses on the large-cap segment of the market and covers approximately 75% of the U.S. The index includes dividends reinvested.

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