John Weber IV
Wealth Management Associate
Joined Curi RMB Capital
August 2023
Education
BS in Business & Finance, Virginia Tech
Accreditations
Affiliations
- Passion City Church, Community Group Team Lead, Experience Team Volunteer
- Faith Christian School, Alumni Board - Founding Board Member
Previous Experience
- Omega Wealth Management, Financial Planning Associate
- Commodity Investing by Students (COINS), Senior Advisor, CFO
Bio
John is responsible for certain administrative and financial planning functions associated with servicing clients. He assists wealth advisors in establishing relationships with clients and is responsible for maintaining client contact, servicing client needs, and troubleshooting problems. He also helps develop and present financial planning recommendations and analyzes the financial status of clients and prospects.
In his previous role at Omega Wealth Management, John supported several Senior Advisors and constructed yearly plan updates for the client base.
Outside of work, John enjoys running, cooking vegan dishes, and serving at Passion City Church.