Joined Curi Capital
September 2024
Education
- Bachelor of Arts, Philosophy and Religion, Colgate University
Accreditations
- Chartered Financial Analyst®
- Certified Private Wealth Advisor®
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- CFA Institute, Member
- CFA Society Chicago, Member
- Deborah’s Place, Board Member/ Finance Committee Member/ Investment Committee Chair
Previous Experience
- Director, Client Service Group – Altair Advisers, LLC
- Vice President, Head of Office/Managing Director – The Goldman Sachs Group, Inc.
Bio
Jenn comes to Curi RMB Capital with more than 30 years of experience in wealth management and financial planning. Jenn is passionate about helping her clients balance their life’s mission with their investment and wealth management needs. Communication, collaboration, and proactive guidance are essential elements of Jenn’s services, and her fiduciary commitment ensures that the needs of her clients always come first.
Prior to joining Curi RMB Capital, Jenn held similar roles at Altair Advisers and United Capital Financial Advisers, helping her clients clarify and prioritize their purpose, passions, and legacy goals, and then mapping out a comprehensive blueprint to follow over the course of their financial journey.
Committed to giving back to her community, Jenn routinely finds herself packing meals, sorting through donations, delivering essentials, or lending her time and perspective to a variety of local organizations. Jenn grew up and currently resides with her family on the North Shore.