Our commitment to going above and beyond for you and your family is a core tenet of Curi Capital Wealth Management. Led by your unique financial circumstances, we create tailored and comprehensive financial planning and investment solutions designed to help make your financial and life goals a reality.
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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
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 relationshErica 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
Frederick Paulman, Senior Partner
Education: BA in Business Administration, University of Colorado Boulder
Affiliations: Peerless of America, Chairman of the Board , Young Presidents' Organization - Chicago Chapter, Member , Greenhouse Scholars, Founding Member of the Illinois Development Board , Morton Arboretum, Advisory Board
Previous Experience: UBS Financial Services, Vice President - Investments , Detterbeck & Associates, Public Accountant
Co-founder and President of RMB, Fred's expertise has been instrumental in the firm's success since its inception. Fred has more than 25 years of broad financial services experience at world-renownedMohini 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
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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