Joined Curi Capital
July 2007
Education
- BS in Finance, University of Illinois at Urbana-Champaign
Accreditations
- Certified Investment Management Analyst
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- Chicago Community Trust, Young Professional Advisory Committee
- Greenhouse Scholars, Mentor
- Jewish Federations of North America Young Leadership Cabinet, Member
Previous Experience
- Northern Trust, Assistant Relationship Manager, Trust Department
Bio
Erica brings more than 20 years of wealth management experience to the Curi Capital team. She began her career at a large global bank before joining the firm in 2007 and becoming a partner in 2024. As a Senior Wealth Advisor based in Chicago, she helps clients clarify their financial and life goals, make confident, value-driven decisions, and navigate the intersection of financial success and personal fulfillment. Erica is passionate about building strong relationships and serving as a trusted advisor, motivator, and thought partner throughout every stage of a client’s life. She has a particular focus on working with women who seek a partner to create their ideal financial plan and cultivate a deeper, more personal advisory relationship.
Outside of work, Erica is active in philanthropic and mentoring initiatives, sharing her experience to inspire and educate others. She earned her BS in Finance from the University of Illinois Urbana-Champaign and holds both the Certified Financial Planner (CFP®) and Certified Investment Management Analyst (CIMA®) designations. Erica enjoys spending time with her modern family, which includes her husband Eric, two active teen stepsons, and two spirited rescue pups.