Curi RMB Capital welcomes Jenn Shepard, CFA®, CPWA®, CFP®, as Senior Wealth Advisor in our Chicago North Shore office. With extensive experience in wealth management and a deep commitment to client service, Jenn will work directly with clients to help them achieve their financial goals through tailored financial planning and investment management strategies.
“With the arrival of Jenn and other new members of the North Shore team, we are excited to enhance Curi RMB Capital’s presence in Chicago’s North Shore community,” said Jeff Burney, Chief Client Officer. “Having advisors and team members with deep ties to the area, as Jenn does, enables us to have a truly local impact and serve our clients in more meaningful ways.”
A North Shore native, Jenn has a passion for working with individuals in life transitions, such as retirement, job changes, or significant personal events like death or divorce. She is also dedicated to financial empowerment for women and helping them navigate their financial futures with clarity and confidence. Jenn’s approach emphasizes the importance of addressing emotional factors that influence financial decisions, ensuring her clients’ strategies align with their personal goals.
“I am excited to join a firm that shares my deep commitment to exceptional client service while also delivering a high level of financial advice and investment solutions. Curi RMB Capital has demonstrated that its commitment to creating the best client outcomes drives every thought and action across the organization,” says Jenn.
In addition to her professional work, Jenn is a long-time volunteer with several North Shore organizations and serves on the board of Deborah’s Place, Chicago’s largest provider of permanent supportive housing for women. An avid traveler and cook, Jenn is also a recovering endurance athlete, having completed 22 marathons and numerous triathlons.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Investment & Wealth Institute™ (The Institute) is the owner of the certification marks "CPWA" and "Certified Private Wealth Advisor". Use of the CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
