Curi Capital, LLC

Katie Strother is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. She previously worked at Park Ridge Asset Management for seven years before joining Curi Capital and its affiliated entities. Outside of her advisory role, Strother is involved in her community as a nursery room leader at Peace Church and as a varsity girls soccer coach at Wilson Christian Academy. Curi Capital serves individuals, families, institutions, and charitable organizations with a range of wealth management, asset management, and retirement plan services. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers to support its clients’ financial goals.

Reece Piotter is a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked at RMB Capital, Madison Investments, Reinhart Partners, Rock Ventures LLC, and Northwestern Mutual, among others. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and manages approximately $9.83 billion across various account types.

Samuel Buchenau is a financial advisor at Curi Capital, LLC with three years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Curi Capital, he worked at RMB Capital Management and Fidelity Investments. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles, offering a range of wealth management, asset management, retirement plan solutions, and family office services. The firm manages approximately $9.83 billion and employs a long-term, fundamental investment approach combined with both in-house and external strategies.

Ann Guntli is a CFA® charterholder with nine years of industry experience. She is currently with Curi Capital, LLC in Chicago, IL, having worked at RMB Capital Management, LLC since 2007. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a variety of wealth management and asset management services. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers while managing approximately $9.83 billion in assets.

Matthew Talowski is a financial advisor at Curi Capital, LLC with a Series 65 designation and experience working at the firm since 2024. His prior work includes roles at RBC Wealth Management and managing Aurelio's Pizza Franchise from 2019 to 2021. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles with a comprehensive range of wealth and asset management services. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, overseeing approximately $9.83 billion in assets.

Eli Kwas is a CFA® charterholder currently with Curi Capital, LLC in Milwaukee, WI, where he has worked since 2025. He has prior experience at Artisan Partners from 2022 to 2025. Curi Capital serves individuals, families, institutions, retirement plan sponsors, and charitable organizations through wealth management, asset management, and retirement plan solutions. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers across various investment vehicles.

Sean Conway is a financial advisor with Curi Capital, LLC in Chicago, IL, holding a Series 66 designation and 19 years of industry experience. He has worked at RMB Capital Management since 2008. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental bottom-up approach for equity strategies and a fundamental relative-value orientation for fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Andrew Baker is a CFA® charterholder with nine years of industry experience. He is currently with Curi Capital, LLC and has worked at RMB Capital Management LLC since 2008. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity and a relative-value orientation to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Ian Doll is a Certified Financial Planner (CFP®) with 12 years of experience in the financial services industry. He is currently with Curi Capital, LLC and has been with RMB Capital Management since 2012. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies with access to external managers and offers a range of services including wealth management, asset management, and retirement plan solutions.

Kristen Roder is a CFP® with 17 years of industry experience, currently serving at Curi Capital, LLC. Her prior roles include positions at RMB Capital Management, Fidelity, and Jefferies LLC. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental, bottom-up approach to equity and a relative-value orientation to fixed income, combining in-house strategies with external managers and proprietary risk analysis tools.

Richard Burridge Jr. is a CFP® professional with over 31 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management, LLC since 2005. Curi Capital serves a diverse client base including individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion across various account types.

Jennifer Shepard is a financial advisor at Curi Capital, LLC with 18 years of industry experience. She holds the CFP®, CFA®, and Series 63 designations. Her prior experience includes roles at United Capital Financial Advisers, LLC and Altair Advisers. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles through a variety of services including wealth management, asset management, and retirement plan solutions. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion in assets.

Jay Krause is a financial advisor with Curi Capital, LLC in Denver, CO, holding Series 63, Series 65, and Series 66 credentials and 21 years of industry experience. He has worked at RMB Capital Management, LLC since 2016 and previously at Gwfs Equities, Inc. from 2011 to 2016. Curi Capital serves a diverse client base including individuals, families, institutions, corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers, managing approximately $9.83 billion across various account types and offering both discretionary and non-discretionary financial planning and implementation services.

Ilhwa Lee is a CFA® charterholder with eight years of industry experience. She is currently with Curi Capital, LLC and has previously worked at RMB Capital Management LLC and Crystal Rock Capital Management. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles, offering services such as Wealth Management, Asset Management, and Retirement Plan Solutions. The firm employs a long-term, fundamental investment approach combining in-house strategies with external managers and proprietary risk analysis tools.

Maher Harb is a financial advisor with Curi Capital, LLC, based in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at RMB Capital Management since 2008. Outside of his advisory role, he assists in the administration of his family’s bars and cafes in the greater Chicagoland area as an officer and authorized signor on related corporate entities. Curi Capital serves individuals, families, institutions, retirement plan sponsors, charitable organizations, and pooled investment vehicles with services including wealth management, asset management, retirement plan solutions, and family office services. The firm employs a long-term, fundamental investment approach, combining in-house strategies with external managers and proprietary risk analysis tools.