Dan Matola

About Dan Matola

I have over 20 years of experience in the family office space and have been with Curi Capital since 2017. Prior to combining our firm with Curi Capital in 2017, I served as President & Chief Investment Officer of Jacobus Wealth Management, Inc.As a Partner of the firm and Managing Director of Curi Capital’s Family Office Services (FOS) group, I oversee our FOS team and work with some of the firm’s largest and most complex multi-generational clients. I engage closely with clients to help them reach their goals around preserving, growing, and transferring wealth. I collaborate with clients and their other trusted advisors to create customized strategies around estate and tax planning, investments, charitable giving, and family governance. The FOS team brings over 400 years of experience across our core pillars of wealth planning, investment advisory, accounting and reporting, and administrative services. We work with existing family offices and serve families who prefer to outsource management.

Experience

1. Board of Directors & Compensation Committee Member

   GPC Beverage

   Jan 2019 — Present · La Crosse, WI, US

Education

• University of Wisconsin-Whitewater

  Bachelor of Business Administration (BBA), Finance

Skills

• Asset Allocation
• Mutual Funds
• Portfolio Management
• Financial Planning
• Asset Management
• Business Strategy
• Investment Management
• Equities
• Financial Services
• Financial Analysis
• Investment Advisory
• Investment Strategies
• Capital Markets
• Investments