Joined Curi Capital
June 2022
Education
- BS in Psychology, University of Illinois
- MS in Information Systems, Northwestern University, School of Professional Studies
Accreditations
- Certified Private Wealth Advisor®
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- Fidelity Investments – Financial Consultant
- Jefferies LLC, – Vice President, Wealth Management
- Deutsche Bank Alex. Brown – Sales Associate, Asset & Wealth Management
- Guggenheim – Regional Sales Associate
Bio
Kristen joined Curi Capital in 2022 as a relationship manager for Family Office Services, bringing 15 years of experience in financial planning, investment management and operations within wealth management for ultra-high-net-worth clients. Most recently, Kristen was an advisor at Fidelity Investments, providing goal-based financial planning and investment solutions for her clients. Previously, as a vice president at Jefferies and at Deutsche Bank, Kristen worked with executives, entrepreneurs, and family offices on their complex needs, including investment implementation and executive services.
At Curi Capital, Kristen is responsible for driving strategy for complex multi-generational clients, including estate and tax planning, wealth transfer, family governance, and education as well as investments.
Kristen earned her BS in psychology from the University of Illinois, Urbana-Champaign and her MS in information systems from Northwestern University. She is also a CERTIFIED FINANCIAL PLANNER™ professional. Kristen and her husband Sebastien have two daughters and two sons and reside on the north side of Chicago.