Curi Capital

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Curi Capital's registered investment adviser subsidiary, Curi Wealth Management, LLC, is a full-service, fee-only adviser that provides personalized wealth management, financial planning, and retirement plan solutions to high-net-worth individuals, ultra-high-net-worth families, and businesses.

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11-50

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Joe Dillon
Managing Director, Retirement Plan Solutions
Colin Kelly
Managing Director, Portfolio Manager
Colleen McAuliffe
Executive Assistant