Joined Curi Capital
March 2008
Education
- BS in Finance, Butler University
Previous Experience
- Merrill Lynch, Regional Client Associate
Bio
Sean is the Director of Operations and Trading. Sean is responsible for leading, managing, and coaching the Private Client Operations team, which focuses on continually improving the operational and administrative processes and systems for the private client service teams.
Sean joined Curi Capital in 2008 and has served in several wealth management roles, including the role of integrations manager. When wealth advisory teams combine with Curi Capital, he leads the efforts to acclimate the new employees to the firm’s systems, culture, and processes, and to transition legacy clients to the firm’s service model, investment platform, and providers. Prior to this role, Sean worked on several system and process rollouts related to increasing efficiencies for the Curi Capital wealth management teams and improving the overall client experience.
He holds a bachelor’s degree in finance from Butler University and volunteers with the Gay4Good organization that partners up with charities throughout Chicago.