Joined Curi Capital
June 2007
Education
- BBA in Finance and Economics, Loyola University Chicago
Accreditations
- Chartered Financial Analyst®
Affiliations
- CFA Institute, Member
- CFA Society Chicago, Member
Previous Experience
- RMB Capital, Intern
Bio
Ann Guntli is the Director of Advisory Services at Curi Capital. She leads the team focused on providing investment solutions and portfolio analytics for institutions, non-profits and private wealth clients. She works directly with institutional advisory clients providing investment policy development, asset allocation guidance, portfolio management and reporting services.
Ann joined Curi Capital in 2007 and has spent her entire career with the firm. She earned a Bachelor of Business Administration in Finance and Economics from Loyola University Chicago. She is a CFA Charterholder and a member of the CFA Institute and the CFA Society of Chicago.