Joined Curi Capital
October 2011
Education
- BS Accounting, Binghamton University
Accreditations
- Certified Private Wealth Advisor®
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- Investment & Wealth Institute, Current Member
- Financial Planning Association, Former Member
- National Association of Personal Financial Advisors, Former Member
Previous Experience
- Wisdom in Action, Founder and Owner
Bio
Seth brought with him 15 years of experience in financial services when he joined RMB Capital. His prior firm, Wisdom in Action, was acquired by RMB in 2011. Prior to launching Wisdom in Action, his work experience included corporate real estate strategy, asset allocation modeling, corporate treasury, and investment accounting.
As a partner at Curi Capital, Seth is responsible for co-leading and managing the wealth management practice and advising on client relationships, including a specialty niche in working with entertainers and executives. In addition, Seth helped to launch our newest business offering, Wealth Builder, focused primarily on younger investors in the accumulation stage of life. Seth previously led the firm’s Financial Planning Standards Committee and serves as a mentor for junior advisors and associates across the firm.
Seth previously served as Board Chair a local non-profit and enjoys playing softball, baseball, tennis as well as traveling with his family. He is a passionate gardener and loves to cook.