Harry Quimby
Wealth Management Associate
Joined Curi RMB Capital
January 2025
Education
BA in Organization and Management Studies, Gettysburg College
Accreditations
Previous Experience
- Investment Specialist, Client Representative, Vanguard
Bio
Harry is a Wealth Management Associate based out of Curi RMB Capital’s Washington, D.C. office. Harry assists with financial planning duties and administrative functions, working with wealth advisors to support client contact, relationships, and service client requests. He helps analyze the financial status of clients and prospects, as well as develop and present financial planning recommendations.
Harry joins Curi RMB Capital following three years with Vanguard, where he was a direct point of contact for clients. He helped troubleshoot problems that arose and discussed investment needs, options, and goals. He also assisted and led training classes to develop and onboard new hires.
Outside of the office, Harry spends his time being as active as possible, playing softball, soccer, and going to the gym. He has also discovered a passion for cooking and enjoys refining those skills.