Michele Francisco

Michele Francisco, CFP®

Partner, Senior Relationship Manager, Family Office Services
Chicago

Joined Curi Capital

April 2005

Education

  • BA in International Affairs & Economics, George Washington University
  • MBA, Kellogg School of Management at Northwestern University

Accreditations

  • CERTIFIED FINANCIAL PLANNER™

Affiliations

  • Chicago Council of Global Affairs, Member

Previous Experience

  • UBS Financial Services, Investment Associate
  • Bernstein Investment Management, Financial Advisor Associate

Bio

Michele Francisco is a Partner and Senior Relationship Manager on the Family Office Services team. In this role, Michele oversees many of the firm’s largest and most complex multi-generational clients. In collaboration with her clients’ other trusted advisors, Michele is responsible for driving the strategy for these families as it relates to estate and tax planning, charitable and philanthropic goals, family governance and education, and investments.

Michele has been with Curi Capital since its inception in 2005. Prior to joining, Michele worked with Curi Capital’s founders at UBS. During her nearly 20 years with the firm, Michele has held a variety of roles including serving as Curi Capital’s Chief Client Officer, Chief of Staff, and most recently as Co-Managing Director of Wealth Management. Michele also serves on the firm’s executive committee. In 2017, she helped launch the firm’s Family Office Services team.

Michele earned her B.A. in International Relations and Affairs from The George Washington University and her MBA from Northwestern University Kellogg School of Management. Michele is also a CERTIFIED FINANCIAL PLANNER™. In her free time, Michele is an avid world traveler and pickleball player.

News & Insights featuring Michele Francisco

  • Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.