What departments does Curi Capital have?

Curi Capital has employees across 2 departments including Consultant, Banking.

What is the largest department at Curi Capital?

The largest department at Curi Capital is Consultant with 1 employees.

Where are Curi Capital employees located globally?

Curi Capital has employees across 1 continents and 1 countries including United States Of America.

How has Curi Capital's team size changed over time?

Curi Capital's team has decreased from approximately 31 to 1 employees based on available data.

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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.

Curi Capital Global Highlights

North America
13

United States Of America
13

Curi Capital's Leadership

J. A.
Director Of Private Investments
Mobile Phone
Email
J. P. V.
Wealth Advisor
Mobile Phone
Email
M. H.
Associate Advisor
Mobile Phone
Email
M. A.
Underwriter
Mobile Phone
Email
T. J.
Associate Advisor
Mobile Phone
Email

Curi Capital Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Community & Social Services
Administrative
Analytics
Other
Arts & Design

Contact profiles from Curi Capital

Name

Title

Contact

Location

Last Update

J. A.
Director Of Private Investments
Mobile Phone
Email
Nov 26, 2024
J. P. V.
Wealth Advisor
Mobile Phone
Email
Oct 16, 2024
M. H.
Associate Advisor
Mobile Phone
Email
Oct 23, 2024
M. A.
Underwriter
Mobile Phone
Email
Oct 18, 2024
T. J.
Associate Advisor
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Curi Capital known for?

Curi Capital operates in the Financial Services industry. Explore Curi Capital's company overview page for more information.

What is Curi Capital's most common email format?

Curi Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Curi Capital email formats with LeadIQ.

How many employees does Curi Capital have currently?

Curi Capital has approximately 11 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Curi Capital's key employees and leadership?

As of July 2026, Curi Capital's key employees include:

Director Of Private Investments: J. A.
Wealth Advisor: J. P. V.
Associate Advisor: M. H.
Underwriter: M. A.
Associate Advisor: T. J.

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Curi Capital Employee Directory

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