Jake Orsborn

Senior Associate at Curi Capital

Role: Senior Wealth Management Associate at Curi Capital
Location: Denver, CO, US
LinkedIn followers: 500 followers

Customer/Client ServiceView LinkedIn profile

Experience

Senior Wealth Management Associate
Curi Capital
Jan 2026 — Present · Denver, CO, US

Education

University of Denver - Daniels College of Business
Bachelor of Business Administration (B.B.A.), Finance
2013 — 2016

Skills

Telephone Skills
Energetic Self-Starter
Employee Wellness Programs
Microsoft Powerpoint
Customer Service
Teamwork
Organizational Skills
Ancillary Benefits
Commercial Insurance
Adaptive Leadership
U.s. Health Insurance Portability and Accountability Act (Hipaa)
Microsoft Office
Financial Analysis
Group Insurance
Public Speaking
Employee Benefits
Enthusiasm to Learn
Microsoft Word
Business Ethics
Microsoft Excel
Health Insurance

Contact information

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Work email
•••••@curicapital.com
Personal email
•••••@•••••.com
Direct dial
+13•••••••02

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Current company

Curi Capital

Financial Services · 210 employees · Founded 2005 · Chicago, Illinois, United States

At Curi Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results. Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services. Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle. Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders. Important disclosures: As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi Capital at i•••@curicapital.com. This is not an offer to buy or sell any investment products or Curi Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing. For more information on Curi Capital, please call 31••••••00 or email us at i•••@curicapital.com.

curicapital.com

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Experience

Senior Wealth Management Associate

Education

University of Denver - Daniels College of Business

Skills

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