Joined Curi Capital
September 2018
Education
- BS in Finance, Purdue University
- MBA in Finance, Charles H. Kellstadt Graduate School of Business at DePaul University
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- Calamos Wealth Management, Vice President, Senior Wealth Advisor
- Fifth Third Private Bank, Vice President, Wealth Management Advisor
- Credit Suisse, Vice President
- Lehman Brothers, Private Client Services
Bio
Mohini McCormick is a Senior Wealth Advisor and Partner at Curi Capital, bringing more than 20 years of experience helping individuals and families to navigate complex financial decisions with clarity and confidence. She is known for her thoughtful, holistic approach to wealth management, integrating investment advisory, comprehensive financial and retirement planning, and risk management to help clients align their financial resources with their long-term goals and values.
Mohini works closely with clients to simplify financial complexity, offering personalized strategies across retirement planning, investment management, tax-aware planning, estate coordination, and risk mitigation. Her approach is deeply relationship-driven, focused on understanding each client’s full financial picture and evolving life priorities. Mohini is passionate about helping clients achieve not just financial success, but financial peace of mind—so they can focus on what matters most to them.
Before joining Curi Capital in 2018, Mohini held senior advisory roles at several leading financial institutions, including Calamos Wealth Management, Fifth Third Private Bank, and Lehman Brothers. Throughout her career, she has advised high-net-worth individuals and families through market cycles, life transitions, and generational planning challenges.
Mohini earned a Bachelor of Science in Finance from Purdue University and an MBA in Finance from the Charles H. Kellstadt Graduate School of Business at DePaul University. She is a CERTIFIED FINANCIAL PLANNER™ professional, reflecting her commitment to the highest standards of fiduciary care and professional excellence.
Away from the office, Mohini values time with family and friends, enjoys cooking and entertaining, and spending time on the golf course—interests that reflect her belief in balance, intention, and living well.