Wealth Management

Older woman with pink blouse sitting on couch looking at laptop

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.

Meet Curi RMB Capital: Hannah Arthur

March 20, 2024

Nothing shapes your experience working with Curi RMB Capital more than the people who make our work possible every day. The Meet Curi RMB Capital series offers a chance to get to know our team a little better. Curi RMB: Tell us about your role with Curi RMB Capital and what your experience has been like so far.

Piggy bank with three hands putting coins in

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

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