Curi Capital Employee Directory
Financial ServicesIllinois, United States11-50 Employees
Curi Capital operates as a financial services firm offering investment advisory services through its SEC-registered wealth-management subsidiary, Curi Wealth Management, LLC. It serves high-net-worth individuals, ultra-high-net-worth families, and businesses by delivering personalized wealth management, financial planning, and retirement plan solutions. The firm emphasizes a high-touch, client-centric, team-based approach that integrates investment management with planning to address each client's unique definition of wealth. Investment advisory services are provided through Curi Capital, while securities are offered through Lion Street Financial, LLC, a FINRA/SIPC member. Based in Chicago, Illinois, the firm operates as a boutique adviser within the financial services sector. In January 2025, Henry Burke was appointed Lead Advisor in the Chicago office of RMB Capital Management LLC.