Beth Dalton

Partner, Deputy Chief Compliance Officer

Education

BS Business Administration, University of North Carolina Chapel Hill
MBA, Georgia State University

Accreditations

Previous Experience
  • Chief Compliance Office with KDI Capital Partners for over 18 years
  • Director of Investor Relations with HBO & Company
Bio

Beth is the Deputy Chief Compliance Officer of Curi RMB Capital. She assists in all aspects of compliance as it relates to Curi RMB’s advisory business. Before its merger with RMB Capital, Beth was the Chief Compliance Officer for Curi Capital, monitoring and implementing all regulatory processes and policies for the firm.

Previously, she spent 18 years as KDI’s Chief Compliance Officer, where she created and implemented their compliance program and led the firm through registering as an Investment Advisor with the SEC.

Beth began her career with HBO & Company, later acquired by McKesson Corp., in Atlanta and held various positions in finance, later becoming the Director of Investor Relations.