Wealth Management

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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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

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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

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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

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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-renowned

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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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