Jay Menton, Partner, Senior Wealth Manager
Education: BA in History, Economics, Colgate University , MBA in Finance, Entrepreneurship and Strategic Management, Chicago Booth School of Business
Affiliations: Next Series Club of Chicago, Member
Previous Experience: Tribridge Partners LLC - Director of Wealth Management , JAMCAP LLC – Registered Investment Advisor/Consulting CFO
Robert Marchese, Partner, Senior Relationship Manager, Family Office Services
Education: BS in Business Administration, Indiana University , MBA in Finance, DePaul University
Affiliations: CFA Institute, Member , CFA Society Chicago, Member , Investments & Wealth Institute®, Member
Previous Experience: Far Horizons Capital, LLC, Investment Manager , Capital Resource Management, Inc., Investment and Manager Research Consultant , Trustmark Companies, Assistant Vice President – New Growth Ventures , First Analysis Securities Corporation, Senior Associate – Investment Banking Group , American Express Tax & Business Services, Consultant – Corporate Finance Group
Bob joined Curi Capital in 2017, bringing over 20 years of experience in family office and private wealth, investment management, and corporate finance. Most recently, Bob was part of the team that la
Leah Hoagland, Partner, Business Development Officer
Education: BA in History, Princeton University
Previous Experience: Wilson Sporting Goods, Retail Demand Planner , Abbott Nutrition, Retail Sales Representative
Leah is the Director of Business Development for RMB private client services.