Women Wealth

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

Hattie Warner, Wealth Management Associate

Education: B.S. in Business Administration with a concentration in Marketing and a minor in Political Science, North Carolina State University

Previous Experience: First Citizens Bank, Portfolio Strategist Specialist

Frances Cronlund, S.V.P., Senior Wealth Advisor

Education: BA from Salem College in Business Administration with an Economics specialization , Campbell University, The College of Financial Planning , The Wharton School’s Institute for Executive Education

Affiliations: Daughters of the American Revolution chapters in Raleigh

Frances Cronlund is S.V.P., Senior Wealth Advisor for Curi Capital where she provides thought leadership and coaching to our company’s team of advisors while also remaining a practicing advisor.

Olive Mitchell, Wealth Advisor

Education: BS in Biology, Washington and Lee University

Affiliations: Washington and Lee Alumni Association , Business Volunteers Maryland , Athletes Serving Athletes

Previous Experience: Cerity Partners, Principal , Cerity Partners, Relationship Manager , Cerity Partners, Client Service Associate

As a Wealth Advisor for Curi RMB, Olive’s role is to create and manage comprehensive financial plans for individuals and their families. As a team, Olive will work with clients to maximize their finan

Kristen Roder, V.P., Relationship Manager, Family Office Services

Education: BS in Psychology, University of Illinois , MS in Information Systems, Northwestern University, School of Professional Studies

Previous Experience: Fidelity Investments – Financial Consultant , Jefferies LLC, - Vice President, Wealth Management , Deutsche Bank Alex. Brown – Sales Associate, Asset & Wealth Management , Guggenheim – Regional Sales Associate

Kristen joined Curi Capital in 2022 as a relationship manager for Family Office Services, bringing 15 years of experience in financial planning, investment management and operations within wealth mana

Janelle McCreary, Lead Advisor

Education: BA in Communication, San Diego State University

Affiliations: San Diego County Commissions on the Status of Women, Board Member , Professional Advisory Council, The Denver Community Foundation

Previous Experience: Mariner Wealth Advisors, Associate Wealth Advisor , Davis & Seiley Wealth Management, Client Service Manager

Kelsey Keefner, Senior Wealth Management Associate

Education: BS in Business Management, Northeastern Illinois University

Previous Experience: Shorewood Liquidators – Executive Assistant , Curi RMB Capital – Human Resource Administrative Assistant

Kelsey’s journey with Curi RMB Capital us began in 2020 when she joined the Curi RMB Capital team as a Human Resource Administrative Assistant. Her passion for helping others and building meaningful r

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

Belén Ryan, Operations Manager

Education: BA in Political Science, University of Colorado at Boulder , Graduate Certificate of Finance, Colorado State University

Affiliations: Member - National Association of Plan Advisors , Member – Women in Pensions Network , Series 65 License with FINRA

Previous Experience: Vival Inc., Financial Analyst , The Resource Center for Associations, Membership Coordinator & Meetings Planner

Belen is an Operations Manager for Curi Capital. She is responsible for handling the day-to-day needs of retirement plan clients, as well as helping participants and companies achieve retirement succe

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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