Curi Capital
Margaret is an Associate Advisor at Curi Capital, helping to support and implement the wealth management team’s full-service and holistic approach for the firm’s clients. She also aids the team as a North Carolina Notary Public.
Prior to her role with Curi Capital, she worked in the Retirement Brokerage Services department with Fidelity Investments, following time spent in New York with Chase Investments, UBS, RBC, and Morgan Stanley.
She earned a BS in Liberal Arts and Professional Studies from Dowling College, and is accepted to the Jenkins MBA program at North Carolina State University.
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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.