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Education: BA, Princeton University
Affiliations: Hinsdale Historical Society, Board of Trustees , Grace Church, Endowment Committee
Previous Experience: UBS Financial Services, Investment Associate
Sarah has been with Curi Capital since 2005. As a senior wealth manager, she leads a team of wealth advisors and client associates, overseeing Curi Capital's collaborative efforts to manage relationshPeople Image
Janek Pedersen, Partner, Wealth Advisor
Education: BA in Marketing, DePaul University
Affiliations: MaeBell Ward Foundation, Member , Greenhouse Scholars, Mentor
Previous Experience: UBS Financial Services, Investment Associate
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Mohini M. McCormick, Partner, Senior Wealth Advisor
Education: BS in Finance, Purdue University , MBA in Finance, Charles H. Kellstadt Graduate School of Business at DePaul University
Previous Experience: Calamos Wealth Management, Vice President, Senior Wealth Advisor , Fifth Third Private Bank, Vice President, Wealth Management Advisor , Credit Suisse, Vice President , Lehman Brothers, Private Client Services
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Katherine Lester, Partner, Chief of Staff, Client Advisory
Education: BS in Finance and Spanish Language, University of Dayton , MBA in Leadership and Change Management and Health Sector Management, Kellstadt Graduate School of Business at DePaul University
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Trevor Isham, Partner, Senior Wealth Manager
Education: BA in Economics and Religion, Colorado College
Previous Experience: Katana Investment Advisors, Founder and Senior Advisor , Ronin Capital, Wealth Advisor and Trader
Trevor began his career at Curi RMB Capital as an advisor in the Chicago office in 2013, and today he serves as the senior wealth manager of the Milwaukee office. Prior to working for Curi RMB Capital