Joined Curi Capital
September 2024
Education
- Bachelor of Arts, Philosophy and Religion, Colgate University
Accreditations
- Chartered Financial Analyst®
- Certified Private Wealth Advisor®
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- CFA Institute, Member
- CFA Society Chicago, Member
- Deborah’s Place, Board Member/ Finance Committee Member/ Investment Committee Chair
Previous Experience
- Director, Client Service Group – Altair Advisers, LLC
- Vice President, Head of Office/Managing Director – The Goldman Sachs Group, Inc.
Bio
Jenn joined Curi Capital in 2024 with over 30 years of experience in wealth management and financial planning. She is passionate about helping clients align their life’s mission with their financial goals through communication, collaboration, and proactive guidance, always keeping her fiduciary commitment at the forefront.
Before joining Curi Capital, Jenn held similar roles at Altair Advisers, Goldman Sachs, and United Capital Financial Advisers, helping clients clarify their purpose, passions, and legacy, and creating comprehensive plans to guide their financial journey.
A lifelong learner, Jenn pursues both personal and professional growth, earning numerous designations that allow her to provide specialized services and greater value to clients.
Committed to her community, she regularly volunteers with local organizations. A recovering endurance athlete, she has completed 22 marathons, numerous triathlons, and over 300 Century (100-mile) bike rides. Jenn grew up in the Chicagoland area and currently resides there with her family.