Business Details
21 Years
experience
Your Trusted Partner for Wealth Management Solutions
Curi Capital has dedicated two decades to building lasting relationships with clients, delivering tailored financial planning and investment solutions designed to preserve and grow wealth for individuals, families, and institutions. Our team of experienced professionals combines in-depth market knowledge with a disciplined investment philosophy focused on long-term returns. We prioritize client-centric service, aligning asset allocations with individual goals while maintaining a culture of accountability, curiosity, and teamwork.Our employee-owned structure ensures alignment with client interests, and our comprehensive services span wealth planning, tax strategies, estate planning, and institutional-grade investment management. With 175 employees and 10 office locations, we serve as a trusted advisor committed to navigating complex financial landscapes with transparency and expertise.
Services
Wealth Management
Family Office Services
Retirement Plan Solutions
Investment Management
Estate Planning
Tax Planning
Philanthropic Advisory
Private Investment Opportunities
Financial Education
Consolidated Reporting
Details
- Year established: 2005
Highlights and features
- We offer 20 years of experience in personalized wealth management solutions.
- Our employee-owned structure aligns our interests with those of our clients.
- We maintain a low client-to-advisor ratio for high-touch, customized service.
- Our investment philosophy combines discipline with opportunistic market strategies.
- We provide access to institutional-grade private investment opportunities.
What people say
Exceptional personalized attention
Deep financial expertise
Comprehensive planning approach
Long-term investment discipline
Strong client communication
Services
Wealth Management
Our wealth management services create customized financial roadmaps integrating tax, estate, and investment strategies. We analyze individual goals to develop comprehensive plans addressing retirement, education funding, and risk management. With a focus on long-term wealth preservation, our advisors collaborate with clients' legal and accounting professionals to ensure cohesive financial strategies.
Family Office Services
We provide multi-generational wealth planning including family governance frameworks and legacy development. Our team coordinates trust administration, philanthropic strategies, and intergenerational financial education. Through consolidated reporting and private investment opportunities, we help families maintain wealth continuity across generations while addressing complex tax considerations.
Investment Management
Our investment approach emphasizes fundamental research and strategic asset allocation across global markets. We construct diversified portfolios using active management principles while maintaining tax-efficient execution. The team leverages proprietary research and third-party solutions to deliver tailored investment strategies aligned with clients' risk tolerance and financial objectives.
Retirement Plan Solutions
As retirement plan fiduciaries, we offer comprehensive 401(k) plan management including vendor selection and fee benchmarking. Our services include participant education programs, investment due diligence, and fiduciary process documentation. We help organizations optimize retirement benefits while minimizing regulatory risks through structured compliance frameworks.
Wealth Builder
This service provides accessible financial planning for clients at various wealth stages using technology-enabled tools. We combine digital platforms with advisor guidance to address debt management, college savings, and retirement preparation. The program emphasizes financial literacy through interactive planning tools and personalized implementation support.
People
Richard M. Burridge
Executive Chairman, Co-Chief Investment Officer
Co-founder with 20+ years experience in investment management. Leads strategic direction and investment policy development while maintaining CFA charterholder status and active portfolio management responsibilities.
Dimitri P. Eliopoulos
Chief Executive Officer
Oversees firm operations with 15+ years in wealth management leadership. Focuses on expanding client services and maintaining the company's employee-owned business model while ensuring regulatory compliance across all service lines.
Dan Matola
Managing Director of Family Office Services
Specializes in multi-generational wealth planning with 18 years of family office experience. Leads customized service delivery for high-net-worth families, including trust administration and complex tax structuring solutions.
James Rosselle
Senior Retirement Plan Advisor
Certified retirement specialist with 12 years of experience in pension consulting. Focuses on fiduciary education programs and optimizing retirement plan structures for corporate clients across multiple industries.
Ryan Emerson
Director of Wealth Builder
Manages the Wealth Builder program with expertise in accessible financial planning. Develops technology-driven solutions to enhance client engagement while maintaining fiduciary standards for foundational wealth management services.
Questions
What wealth management services does Curi Capital offer?
We provide comprehensive financial planning, investment management, tax strategies, estate planning, and family office services tailored to individual and institutional clients.
How does Curi Capital's employee ownership model benefit clients?
Our employee-owned structure aligns our interests with clients, ensuring shared commitment to long-term wealth preservation and growth through transparent decision-making.
What investment approach does Curi Capital use?
We employ active management with fundamental research, strategic asset allocation, and tax-efficient execution across global markets to meet individual client objectives.
How does Curi Capital support retirement planning?
As retirement plan fiduciaries, we offer 401(k) plan consulting, investment due diligence, participant education, and compliance frameworks to optimize corporate retirement benefits.
What makes Curi Capital's family office services unique?
We combine multi-generational planning with consolidated reporting, private investment access, and financial education programs to address complex family wealth transition needs.
How can clients access their account information?
Our Wealth Builder clients use the MyBlocks platform for consolidated financial views, while all clients receive customized performance reports through our Addepar reporting system.
