Chicago

Chicago Wealth Management Team

Personalized Guidance for Your Financial Journey Though we’re headquartered in the Windy City, we proudly serve clients nationwide. Our Chicago Wealth Management team believes in the importance of building authentic relationships to best understand your needs and help tailor our advice. Coupling the knowledge of your objectives, preferences, and risk tolerance with our comprehensive wealth advisory services, we can better guide you on your financial journey—wherever you want it to take you.

Chandria Morgan, People Administrator

Education: Community College of Baltimore County, Associate of Arts in Business Management

Previous Experience: Topel Forman, LLC, Executive Assistant , UMMC, Administrative Coordinator , Geopier Foundation Company, Executive Assistant , LifeBridge Health, Executive Assistant

Chanie joined the Curi Capital team in 2025 as a People Administrator based in the Chicago office. She brings over 15 years of C-suite-level administrative experience within the healthcare, insurance,

Bryon Stanislaw, CFP®, Senior Relationship Manager, Family Office Services

Bryon Stanislaw joined the Curi Capital Family Office Services team in July 2025 as a Senior Relationship Manager, based in Chicago. Bryon has over 30 years of experience and most recently served as t

Chloe Arnold, Accounting Associate

Education: BS in Business Administration, San Fransisco State University

Previous Experience: Whole Foods Market, Front End Supervisor

Chloe Arnold joined the Curi RMB Capital team in 2025 as an accounting associate. She supports the finance team with tasks related to private investment partnerships, including portfolio accounting, p

Minimizing Risk to Your Nest Egg and Legacy as a Single Woman

March 18, 2025

Byline Erica Tarantur, CIMA®, CFP®, Partner, Senior Wealth Advisor

It's a surprising statistic, but studies show that most women die single.1 For some, living independently is a choice, while others find themselves single due to unforeseen circumstances like divorce or widowhood. Regardless of the reason, this reality highlights the need for women to take an active role in their financial planning. 

Natalie Brekken, Wealth Management Associate

Education: University of Wisconsin-Madison

Affiliations: Special Olympics Chicago, Co-chair of the Young Professionals Board

Previous Experience: Ecolab, Associate Financial Analyst II, Finance Development Program

Natalie joined Curi RMB Capital in 2025 as a Wealth Management Associate. She graduated with a Bachelor of Business Administration from the University of Wisconsin-Madison. Prior to joining the Chicag

Alyssa Huntzinger, People Business Partner

Education: Aveda Institute Columbus

Previous Experience: WPP Brand Consulting, Senior HR Talent Manager , Pride Global, Global Talent Business Partner

Alyssa is the People Business Partner at Curi RMB Capital, where she leads people strategies to enhance organizational effectiveness and support business growth. She is an accomplished Human Resources

Henry Burke, Lead Advisor

Education: Bachelor of Business Administration, University of Michigan

Previous Experience: Merrill Lynch Wealth Management, Financial Solutions Advisor , Wells Fargo, Wealth Management Intern

Henry is the lead advisor for the Chicagoland area on the Wealth Builder team. He joined Curi Capital after years of advising clients at Merrill Lynch. Henry has always worked in the wealth management

Hannah Frey, Marketing Coordinator

Education: Bachelor of Arts in Journalism and Political Science, University of Iowa

Affiliations: Pi Sigma Alpha

Previous Experience: MACLYN – Digital Marketing Coordinator

Hannah joined Curi RMB Capital in 2024 as a Marketing Coordinator. She supports internal and external marketing efforts from events coordination to content production.

Jake Schlagel, Analyst

Education: BS in Finance & Business Analytics, Indiana University

Affiliations: CFA Institute, Member , CFA Society Chicago, Member

Previous Experience: Old Republic Asset Management, Investment Analyst , Old Republic Asset Management, Junior Investment Analyst

Jake is an Equity Research Analyst at Curi RMB Capital. Jake works closely with portfolio managers and senior equity analysts to provide investment insights across the various equity strategies.

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