Team Page

Jennifer Williams, Senior Client Service Administrator

Previous Experience: Whirlpool Corporation, Executive Assistant , Peoplelink Staffing, Staffing Specialist , Blossomtime Festival, Assistant Director

Joseph Bruno, Wealth Management Associate

Education: BBA in Finance, Western Michigan University

Previous Experience: United States Navy, Helicopter Search and Rescue Swimmer

Lindsay LeValley, V.P., Client Service Manager

Education: BA in Communications, Western Michigan University

Previous Experience: Whirlpool Corporation, Senior Administrative Assistant , Mid-West Family Broadcasting, Director of Marketing and Promotions , Mid-West Family Broadcasting, Sales Assistant

Aaron A. Ayala, Senior Wealth Management Associate

Education: BS in Finance, University of Illinois at Chicago

Hayden Batka, V.P., Director of Client Service

Education: BA in English and Textual Studies, Syracuse University

Previous Experience: FW: Chicago, Associate Editor , Syracuse University Press, Student Editorial Intern

Sarah Tims, Senior Partner

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 relationsh

Erica Tarantur, Partner, Senior Wealth Advisor

Education: BS in Finance, University of Illinois at Urbana-Champaign

Affiliations: Chicago Community Trust, Young Professional Advisory Committee , Greenhouse Scholars, Mentor , Jewish Federations of North America Young Leadership Cabinet, Member

Previous Experience: Northern Trust, Assistant Relationship Manager, Trust Department

Patrick Stimson, Partner, Wealth Advisor

Education: BBA in Finance, Western Michigan University

Affiliations: Financial Planning Association, Member

Previous Experience: Ameriprise Financial, Inc., Financial Planning Analyst/Paraplanner, Financial Advisor Assistant

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

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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