Joined Curi Capital
December 2009
Education
- BS in Business Administration and Finance, University of Colorado Boulder
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- Advanced Beginner Group, Board Member
Previous Experience
- Lincoln Trust Company, Transfer Agent
- Merrill Lynch, Global Wealth Management Intern
Bio
Margo Sweany, CFP®, is a Partner and Managing Director of Wealth Management at Curi Capital, where she has built her career since joining the firm in December 2009. Based in Denver, Margo is committed to bringing a strong knowledge of wealth management and organizational strategy to Curi Capital, in service of our firm’s commitment to delivering high-quality results for our clients.
For over 15 years, she built and led the financial advisory practice inside Curi Capital dedicated to helping clients reach their goals with clarity and confidence. She later served as Director of Practice Management, where she focused on improving everything behind the scenes for advisor teams and their clients by standardizing processes, implementing new technologies, and ensuring a consistent, high-quality client experience across the firm.
Today, as Managing Director of Wealth Management, Margo leads the firm’s wealth management teams and the services that support them. At the heart of it, Margo is passionate about helping great advisors do their best work and helping clients feel the difference.
A CERTIFIED FINANCIAL PLANNER™, Margo holds a BS in Business Administration and Finance from the University of Colorado Boulder. She is an active member in her community and a board member of the Advanced Beginner Group. Named a Partner in 2022, Margo is a collaborative leader, dedicated to Curi Capital clients and the long-term success of our firm. When not in the office, Margo enjoys spending her time with her family – her husband, Matt, and their two young daughters – and in her garden.
