Frances Cronlund
S.V.P., Senior Wealth Advisor
Joined Curi RMB Capital
August 2019
Education
BA from Salem College in Business Administration with an Economics specialization
Campbell University, The College of Financial Planning
The Wharton School’s Institute for Executive Education
Accreditations
Affiliations
- Daughters of the American Revolution chapters in Raleigh
Bio
Frances Cronlund is our Managing Director of Wealth Strategy for Curi Capital where she provides thought leadership and coaching to our company’s team of advisors while also remaining a practicing advisor.
Frances is a Chicago native with roots in Northern Ohio and East Tennessee. She earned her BA from Salem College in Business Administration with an Economics specialization. Frances furthered her education at Campbell University, The College of Financial Planning and The Wharton School’s Institute for Executive Education.
Frances is also a financial planning guest lecturer at her alma mater, Salem College, which just celebrated their 250th anniversary. To commemorate the anniversary, Frances and four other alumnae recreated their founders’ journey by walking 500 miles from Bethlehem, PA to Winston-Salem, NC, on foot. PBS created a documentary, “Journey to Salem,” about their adventure which was released in March 2023. Outside of the office, Frances and her husband, Matt, love traveling with their children, Katrin and Henry.
Now in her 26th year in wealth management, she is driven by a desire to prepare families through financial education.
Registered Rep Investment Advisory Services are offered through Curi Capital. Securities are offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. LSF is not an affiliated company.