Perfil
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.
Cargos activos de Dimitri Eliopoulos
| Empresas | Cargo | Inicio |
|---|---|---|
Curi Capital LLC
Curi Capital LLC Investment ManagersFinance Provides investment advisory services | Director Ejecutivo | 01/07/2025 |
Antiguos cargos conocidos de Dimitri Eliopoulos.
| Empresas | Cargo | Fin |
|---|---|---|
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. | Director Ejecutivo | 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 |
Formación de Dimitri Eliopoulos.
Experiencias
Funciones ocupadas
Activas
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Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
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Empresas relacionadas
| Empresas privadas | 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 |
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