Curi Capital
Colleen McAuliffe possesses extensive experience as an Executive Assistant, currently holding positions at both Curi and Curi Capital since December 2022 and July 2024, respectively. Previous roles include Executive Assistant at US Radiology Specialists from February 2019 to December 2022 and at Duke Energy Corporation in two separate stints from October 2017 to July 2018 and August 2009 to June 2012. Colleen began their professional journey as an Administrative Assistant at Arthur J. Gallagher and has worked in various support roles, including a Patient Liaison at Clear Passage Physical Therapy and Franchise Liaison at Horizon Medical Group. Colleen earned a Bachelor's degree in Communication Studies from the University of North Carolina Wilmington.
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Curi Capital
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.