Barrett Knowles

Wealth Investment Operations Specialist at Curi Capital

Barrett is a Wealth Investment Operations Specialist at Curi Capital, focused on implementing processes that will enable the firm’s continued growth. Barrett joined Curi Capital from Credit Suisse, where he held various positions in departments across the organization—from Collateral Management to Global Markets Trade Management. In his most recent role as an Assistant Vice President at Credit Suisse, he was responsible for all U.S. equity derivative trade management operations for large institutional clients.

Barrett earned a BS in Economics with a minor in Business Administration from North Carolina State University.

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Raleigh, United States

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Curi Capital

Curi Capital's registered investment adviser subsidiary, Curi Wealth Management, LLC, is a full-service, fee-only adviser that provides personalized wealth management, financial planning, and retirement plan solutions to high-net-worth individuals, ultra-high-net-worth families, and businesses.


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11-50

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