Joined Curi Capital
May 2007
Education
- BBA in Finance & Management Science, University of Iowa
- MBA in Finance, Kellstadt Graduate School of Business at DePaul University
Accreditations
- Chartered Financial Analyst®
- Certified Private Wealth Advisor®
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- Community Memorial Foundation, Former Chair of the Board, Executive Committee Member
- The University of Iowa Tippie College of Business, Finance Advisory Council Former Member
- Investments & Wealth Institute, Member
- CFA Institute, Member
- CFA Society Chicago, Member
Previous Experience
- FA Asset Management, Managing Director
- Conning Asset Management, Senior Vice President, Noddings Investments
- Noddings Investment Group, President
Bio
Sue is a partner and senior relationship manager on the Curi Capital Family Office Services team, where she has worked since 2007. Drawing on her background in institutional asset management, she partners with some of the firm’s largest and most sophisticated families to deliver comprehensive, highly customized wealth solutions.
She works closely with client families, their trusted advisors, and Curi Capital’s specialists to design integrated strategies spanning estate and tax planning, investments, charitable giving, and family governance. Sue helps multi-generational families navigate complexity, make confident decisions, and sustain wealth across generations. The Family Office Services team brings decades of experience across wealth planning, investment advisory, accounting and reporting, and administrative services—supporting both established family offices and families who prefer to outsource management.
Sue earned her BBA from the University of Iowa and holds an MBA with honors from DePaul University. She is a CFA® Charterholder, Certified Financial Planner® professional, and Certified Private Wealth Advisor®.
Community engagement is important to Sue. She previously served 12 years with the Community Memorial Foundation in Hinsdale, Illinois, and is a member of the Rotary Club of Fort Worth.