Dimitri Eliopoulos

Vorstandsvorsitzender bei

Curi Capital LLC

Finance

Consumer Services

Profil

Mr. Dimitri P.
Eliopoulos is a Partner & Chief Executive Officer at Curi Capital LLC .An accomplished wealth management executive with two decades of experience, he 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.
He has an entrepreneurial spirit and enjoys developing new markets while working extensively with advisors to integrate and build services and solutions for the firm.
Mr. Eliopoulos has a BS in Finance from DePaul University and an MBA from Kellogg School of Management at Northwestern University.

Aktive Positionen von Dimitri Eliopoulos

Unternehmen	Position	Beginn
Curi Capital LLC Curi Capital LLC Investment ManagersFinance Provides investment advisory services	Vorstandsvorsitzender	01.07.2025

Alle aktiven Positionen von Dimitri Eliopoulos

Ehemalige bekannte Positionen von Dimitri Eliopoulos

Unternehmen	Position	Ende
Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market.	Vorstandsvorsitzender	01.07.2025
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Corporate Officer/Principal	31.03.2005

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Unternehmensverbindungen

Private Unternehmen	5
UBS Financial Services, Inc. UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services' asset allocations are based on a proprietary methodology. In developing those allocations, the firm considers asset class risk and return results that are based on estimated forward-looking return and risk assumptions, as measured by standard deviation, which are based on UBS proprietary research. The development process includes a review of a variety of factors, including the return, risk, correlations and historical performance of various asset classes, inflation and risk premium.	Finance
Curi RMB Capital LLC Curi RMB Capital LLC Investment ManagersFinance Curi RMB primarily uses fundamental analyses and active management strategies; however, it will consider other strategies such as quantitative and technical analyses and passive or indexed strategies. The firm’s equity strategies generally follow a bottom-up, fundamental approach focused on finding investments with attractive risk/reward profiles. Fixed income strategies generally follow a fundamental, relative value approach focused on capital preservation and income. Alternative strategies generally focus on generating absolute, risk-adjusted returns that have low correlation to the broad equity market.	Finance
DePaul University DePaul University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Kellogg School of Management Kellogg School of Management Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Curi Capital LLC Curi Capital LLC Investment ManagersFinance Provides investment advisory services	Finance