Curated Wealth Partners

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Curated Wealth Partners is a multi-family office delivering financial advice and well-being to a select group of families. With the backing of some of the most sophisticated financial professionals in the industry, they launched Curated Wealth because their clients deserve a better, more integrated... Read more

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Lee Hutter

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Maxine Sam
Assistant Account Manager
Richard A. Ward, CFA
Chief Investment Officer
Susan Moffat
President
Sarah Ellis, CFP®
Vice President - Curated Wealth Partners