Curated Wealth Partners, LLC

Ryan Reid is a financial advisor at Curated Wealth Partners, LLC with eight years of industry experience. He previously worked at JPMorgan Securities LLC for eight years and has a background that includes two years at Butler University. He holds Series 63 and Series 65 licenses. Curated Wealth Partners serves ultra–high-net-worth individuals and related entities, providing holistic wealth management and consulting across public and private markets. The firm offers customized advice, portfolio construction, and family office services through a small team managing over a billion dollars in client assets.

Richard Ward is a CFA® charterholder with 18 years of industry experience. He has been with Curated Wealth Partners, LLC since 2018 and previously worked at Deutsche Bank from 2015 to 2018. Richard holds Series 63 and Series 65 licenses. Curated Wealth Partners serves ultra–high‑net‑worth individuals, families, and related entities by providing holistic wealth management and consulting across public and private markets. The firm offers customized advice with a focus on portfolio construction, manager selection, private market investing, and family office services.

Axel Hsu is a financial advisor at Curated Wealth Partners, LLC with a Series 65 designation and one year of industry experience. Prior to joining Curated Wealth Partners, he worked at Parametric Portfolio Associates and has held various roles in different organizations including the University of Washington and Selman Breitman LLP. Curated Wealth Partners serves ultra–high‑net‑worth individuals and their families, along with related entities such as trusts, estates, and charitable organizations. The firm offers holistic wealth management and consulting across public and private markets, providing customized advice and expanded family office services through a small advisory team managing over a billion dollars in client assets.

John Sullivan is a financial advisor at Curated Wealth Partners, LLC with three years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Asana Partners, Thompson Research Group, and Merrill. Curated Wealth Partners serves ultra–high‑net‑worth individuals, families, and related entities, providing holistic wealth management and consulting across public and private markets. The firm offers customized advice through ongoing client engagement, managing both discretionary and non-discretionary accounts, and provides expanded family office services alongside private fund advisory and management.

Lee Hutter is a financial advisor with Curated Wealth Partners, LLC, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Curated Wealth Partners since 2018 and previously at Deutsche Bank from 2014 to 2018. Curated Wealth Partners serves ultra–high‑net‑worth individuals and their families, along with related entities, providing holistic wealth management and consulting across public and private markets. The firm offers customized advice, including portfolio construction, manager diligence, private market investing, and family office services, managing accounts on both discretionary and non-discretionary terms.