Joined Curi Capital
January 2025
Education
- Bachelor of Business Administration, University of Michigan
Previous Experience
- Merrill Lynch Wealth Management, Financial Solutions Advisor
- Wells Fargo, Wealth Management Intern
Bio
Henry is the lead advisor for the Chicagoland area on the Wealth Builder team. He joined Curi Capital after years of advising clients at Merrill Lynch. Henry has always worked in the wealth management space, as he worked with prominent private wealth teams even during his college days. He is a proud graduate of the University of Michigan’s Ross School of Business, where he earned a BBA with a finance emphasis. Henry’s passion to assist others drives him daily to guide clients to financial freedom. In his spare time, he enjoys personal fitness, following his sports teams, and working on his golf game.