David Upton
Wealth Management Associate
Joined Curi RMB Capital
February 2024
Education
BS in Finance, Indiana University - Kelley School of Business
Accreditations
Affiliations
- Wins for Warriors
- Boys and Girls Club of Benton Harbor
- IU Dance Marathon
Previous Experience
- Upton Capital, Co Founder
Bio
David is a Wealth Management Associate at Curi RMB Capital.
He grew up in Saint Joseph and enjoys working with the community.
He is developing his volunteer relationships in the St Joseph area with a focus on the Boys and Girls Club as well as the First Tee program.