Atricia J. Roberts
COO & Partner
Atricia Roberts is passionate about educating others about the benefits of financial planning, especially those who have been historically underserved and underrepresented in the industry. A master of process and efficiency, Atricia's title at Curo is Operations Manager but she encompasses a role far beyond overseeing the internal operations and processes of the firm. She's a familiar face to many clients, always at the ready to provide information, education, and address account and investment questions. She also lends her perspective and expertise to business planning for the future of the practice, accelerating growth and development.
Atricia's career has spanned more than two decades as she started out in the early 2000s as a registered investment advisor. After several years in the nonprofit industry, she rejoined the financial services sector once again in 2016. She describes her current position at Curo as her "rebirth" in the financial industry.
A graduate of Florida State University, Atricia holds a B.S. in Multinational Business Operations as well as a M.A. in Global Strategic Communications from the University of Florida. Atricia was raised in Savannah, Georgia, and relocated to the mid-Atlantic region in 2015.
If you're looking for restaurant recommendations, be sure to ask Atricia. She's an adventurous foodie always on the lookout for something new to try.