Chicago - North Shore | Curi Capital

Chicago - North Shore Wealth Management Team

Personalized Guidance for Your Financial Journey Located just north of Chicago in Lake Forest, our North Shore 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.

Jenn Shepard featured in Sheridan Road magazine

Jenn Shepard Profiled in North Shore Money

August 4, 2025

Jenn Shepard, CFA®, CPWA®, CDFA®, CFP®, V.P. and senior wealth advisor in Curi Capital's Chicago North Shore office, was profiled in the North Shore Money issue of Sheridan Road Magazine. “Too often, people feel constrained by their wealth and the fear that a poor decision will lead to negative outcomes. I want to change the dynamic to put my clients in control and let them own the path of their financial destiny," Jenn says in the article.

From Paycheck to Payoff: How Working Longer Can Build Wealth

May 15, 2025

Byline Jenn Shepard, CFA®, CPWA®, CFP®, V.P., Senior Wealth Advisor,

Did you know the fastest growing age group in the U.S. workforce is workers over 65 years old?1 As a wealth advisor, I’ve had many conversations with clients who are approaching retirement and wondering if stepping away from work is the right move—or if continuing to work just a little longer might offer some important advantages.

Peter Hunter, Senior Wealth Management Associate

Education: Bachelor of Arts in Communications, Denison University , Masters of Business Administration, DePaul University

Previous Experience: Northern Trust, Portfolio Advisor , Northern Trust, Investment Associate , Wells Fargo, Financial Advisor

Peter joined the Curi RMB Capital team in April 2025 as a Senior Wealth Management Associate and is based in the firm's Lake Forest office. He brings over a decade of experience in wealth management,

Jenn Shepard joins Curi RMB Capital Chicago North Shore office

Jenn Shepard Joins Curi RMB Capital as Senior Wealth Advisor

September 30, 2024

Curi RMB Capital welcomes Jenn Shepard, CFA®, CPWA®, CFP®, as Senior Wealth Advisor in our Chicago North Shore office. With extensive experience in wealth management and a deep commitment to client service, Jenn will work directly with clients to help them achieve their financial goals through tailored financial planning and investment management strategies.

Jenn Shepard, V.P., Senior Wealth Advisor

Education: Bachelor of Arts, Philosophy and Religion, Colgate University

Affiliations: CFA Institute, Member , CFA Society Chicago, Member , Deborah’s Place, Board Member/ Finance Committee Member/ Investment Committee Chair

Previous Experience: Director, Client Service Group – Altair Advisers, LLC , Vice President, Head of Office/Managing Director – The Goldman Sachs Group, Inc.

Jenn comes to Curi RMB Capital with more than 30 years of experience in wealth management and financial planning. Jenn is passionate about helping her clients balance their life’s mission with their

Jay Menton Profiled in Sheridan Road Magazine

August 6, 2024

Body Top Jay Menton, partner and senior wealth manager in Curi RMB Capital's Chicago North Shore office, was profiled in the Money Matters issue of Sheridan Road Magazine. “I view this industry as the perfect marriage of synthesizing complex data and personal connection and am fulfilled by helping clients and prospects achieve their goals—both large and small," Jay says in the article.

Kobe Rudin, Senior Wealth Management Associate

Education: Bachelor of Arts Business Marketing, Trinity International University

Affiliations: Boy Scouts of America - Eagle Scout , Christ Church - High School Group Leader

Previous Experience: Preqin – Research Associate

Kobe joined RMB as a Wealth Management Associate in November 2023. Kobe enjoys interacting with clients, building the business, and helping clients hit their goals. He is also beginning work on the S

RMB’s Lake Forest, Ill. Office Moves to New Location

October 9, 2023

RMB is pleased to announce the opening of a new location for our Lake Forest, Ill. office.  The new location, at 272 Market Square, Suite 205, in the heart of Lake Forest’s charming and historic downtown, replaces the temporary space that our Lake Forest team was recently working out of during the transition to this more permanent home. The new office is approximately 4,500 square feet. RMB has had a location in Lake Forest to serve North Shore clients since 2017.  

Catherine Roberts, Administrative Assistant

Education: MS in Education, Northwestern University

Previous Experience: 10 Talent Agency, Actor , Athletico Physical Therapy, Patient Experience Coordinator

Catherine is the Administrative Assistant for the RMB Capital Lake Forest Office. Catherine is responsible for coordinating scheduling, events, and other day-to-day office tasks.

Subscribe to Chicago - North Shore