Joined Curi Capital
June 2007
Education
- BBA in Finance and Economics, Loyola University Chicago
Accreditations
- Chartered Financial Analyst®
Affiliations
- CFA Institute, Member
- CFA Society Chicago, Member
Previous Experience
- RMB Capital, Intern
Bio
Ann has over 15 years of experience focused on providing investment solutions for institutions, non-profits, and private wealth clients. She works directly with institutional advisory clients providing investment policy development, asset allocation guidance, portfolio management, and reporting services.
Ann joined Curi Capital in 2007 and has spent her entire career at the firm.
She earned her BBA in Finance and Economics from Loyola University Chicago. She is a CFA® charterholder and a member of the CFA Institute and CFA Society of Chicago.