Mohini M. McCormick, CFP®

Partner, Senior Wealth Advisor

Chicago – Western Suburbs

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

News & Insights featuring Mohini M. McCormick

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.