Two Curi RMB Capital Advisors Spotlighted at InvestmentNews Women Advisor Summit

June 11, 2024

By cdarmody on June 11, 2024

Two wealth advisors from Curi RMB Capital spoke at a recent national conference focused on enhancing opportunities and building community for women in the financial services field.  

Partner and Senior Wealth Manager Mohini McCormick, CFP®, and Vice President and Senior Wealth Advisor Christa Madison, CFP®, were featured speakers at the InvestmentNews Women Advisor Summit, held May 23 in Chicago. McCormick and Madison are both based out of Curi RMB Capital’s Chicago Western Suburbs office located in Oakbrook Terrace. 

McCormick was a panelist for a session titled “Navigating the Future Investment Landscape: Trends for Effective Financial Planning.” The panel covered current and emerging economic and market trends, including the geopolitical landscape; the impact of lower-cost passive investment products, consequences and benefits of the recent SECURE 2.0 retirement legislation, and other portfolio opportunities.  

Madison was the moderator of a business development panel titled “Rules of Attraction: Acquiring New Clients and Growing Your Business.” The panel was featured in an article in InvestmentNews online magazine that quoted Madison and discussed ways to grow a book of business through building client relationships, thoughtful hiring practices, and finding a niche that differentiates, such as tax planning.  

Congratulations to Mohini and Christa for their thought leadership in the industry on these issues.


The opinions and analyses expressed in this newsletter are based on Curi RMB Capital, LLC’s (“Curi RMB”) research and professional experience are expressed as of the date of our mailing of this newsletter. Certain information expressed represents an assessment at a specific point in time and is not intended to be a forecast or guarantee of future results, nor is it intended to speak to any future time periods. Curi RMB makes no warranty or representation, express or implied, nor does Curi RMB accept any liability, with respect to the information and data set forth herein, and Curi RMB specifically disclaims any duty to update any of the information and data contained in this newsletter. The information and data in this newsletter does not constitute legal, tax, accounting, investment or other professional advice. Returns are presented net of fees. An investment cannot be made directly in an index. The index data assumes reinvestment of all income and does not bear fees, taxes, or transaction costs. The investment strategy and types of securities held by the comparison index may be substantially different from the investment strategy and types of securities held by your account. RMB Asset Management is a division of Curi RMB Capital.   

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.

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