Asset Protection for Physicians: What You Need to Know

Dimitri is the Chief Executive Officer of Curi RMB Capital. An accomplished wealth management executive with two decades of experience, Dimitri has served as an advisor, team leader, and mentor to clients and advisors throughout his career. He has a proven track record of building highly successful teams that are focused on developing relationships and delivering value to clients. Dimitri has an entrepreneurial spirit and enjoys developing new markets while working extensively with advisors to integrate and build services and solutions for the firm.

Dimitri was one of the very first employees of RMB Capital when it was established in 2005. He spent nearly 15 years with the firm, working his way up to become Partner and President of Wealth Management. In 2020, he departed RMB to become CEO at Curi Capital, where he built an early-phase company and expanded the firm’s reach nationally through its base of physician clients. In late 2023, Dimitri led an acquisition and merger process that resulted in Curi Capital and RMB Capital merging to become Curi RMB Capital.

He has served on various civic and philanthropic boards throughout his career, including the Wealth Management Advisory Board at DePaul University and co-Chair of the Young Leaders at the Chicago Community Trust. He is a current member of the Hellenic American Leadership Council, and the Economic Club of Chicago. He is also on the Advisory Board for Greenhouse Scholars. He has a BS in Finance from DePaul University and an MBA from Kellogg School of Management at Northwestern University.

Frances Cronlund is S.V.P., Senior Wealth Advisor for Curi Capital where she provides thought leadership and coaching to our company’s team of advisors while also remaining a practicing advisor.

Frances is a Chicago native with roots in Northern Ohio and East Tennessee. She earned her BA from Salem College in Business Administration with an Economics specialization. Frances furthered her education at Campbell University, The College of Financial Planning and The Wharton School’s Institute for Executive Education.

Frances is also a financial planning guest lecturer at her alma mater, Salem College, which just celebrated their 250th anniversary. To commemorate the anniversary, Frances and four other alumnae recreated their founders’ journey by walking 500 miles from Bethlehem, PA to Winston-Salem, NC, on foot. PBS created a documentary, “Journey to Salem,” about their adventure which was released in March 2023. Outside of the office, Frances and her husband, Matt, love traveling with their children, Katrin and Henry.

With three decades of wealth management experience, she is driven by a desire to prepare families through financial education.

Registered Rep: Investment Advisory Services are offered through Curi Capital. Securities are offered through Lion Street Financial, LLC. (LSF), member FINRA & SIPC. LSF is not an affiliated company and does not provide tax or legal services.

Jason started his career in the U.S. Air Force JAG Corps, serving in Alabama, Texas and California. He participated as a prosecutor or defense counsel in over 50 trials by Courts-Martial. He then practiced as a civil litigation attorney before focusing on probate and estate planning law in Colorado. In 2014, Jason transitioned to the wealth management field, still maintaining membership in the Colorado Bar Association and with the Denver Estate Planning Council.

Jason assists Curi Capital advisors and their clients in a collaborative nature to integrate estate planning strategies and helping to solve estate and trust administration issues. Jason currently serves as the Chair of the Denver Foundation’s Professional Advisors Council.

Jason earned his undergraduate degree from Clemson University with a dual degree in German Language and International Trade. He earned his Juris Doctor from the University of Denver Sturm College of Law in 2003. Jason lives in Denver, Colorado with his family.