Dimitri P. Eliopoulos

About Dimitri P. Eliopoulos

Dimitri is the CEO of Curi Capital, a full-service, registered investment adviser that offers comprehensive wealth management services for high-net-worth individuals and families and retirement planning solutions for businesses. An accomplished wealth management executive, leader, and advisor with over 20 years of experience, his leadership style stems from his passion for coaching, inspiring, and mentoring individuals to deliver exceptional service while deepening relationships with clients. A strong proponent of teamwork, Dimitri has a proven track record of building strong relationships and highly successful teams by bringing internal and external stakeholders together to improve client engagement and experience. Dimitri embodies an entrepreneurial spirit and has shown an ongoing ability to develop new markets while establishing and penetrating B2B2C business development channels. He also has extensive experience working on client and team integrations as part of M&A growth strategies.Dimitri obtained a Bachelor of Science in Finance degree from DePaul University and an MBA from Northwestern University - Kellogg School of Management. He is also a Certified Financial Planner™ and Certified Private Wealth Advisor ™. Dimitri has served on various civic and philanthropic boards including the Wealth Management Advisory Board at DePaul University, co-Chairman of the Young Leaders Fund at the Chicago Community Trust, and a member of the Board of Trustees at The Community House in Hinsdale, IL. He has also served on an advisory board for Fidelity Investments Institutional Wealth Services. He is currently a member of the Hellenic American Leadership Council.As a result of his experience and expertise Dimitri has embraced the role of ambassador and has presented at industry and community events hosted by Fidelity Investments and Barron\'s and has appeared on NBC Chicago and ABC Chicago.

Experience

1. Chief Executive Officer

   Curi Capital

   Feb 2020 — Present · Raleigh-Durham, NC, US

Education

• Northwestern University - Kellogg School of Management

  Master of Business Administration (MBA)

  2013 — 2014

• DePaul University

  B.S., Finance

  1997 — 2001

Skills

• Team Building
• Management
• Leadership
• Business Development
• Wealth Management
• Financial Services
• Estate Planning
• Public Speaking
• Investments
• Charitable Giving
• Strategy
• Tax Planning
• Wealth
• Asset Management
• Asset Allocation
• Financial Advisory
• Financial Planning
• Mentoring
• Finance