Joined Curi Capital
November 2017
Education
- AD in Accounting, Milwaukee Area Technical College
Previous Experience
- Jacobus Wealth Management, Inc., Family Office Financial Administration
- Vogel Consulting Group, LLC., Family Office Coordinator
- Jim Injeski Family Office, Accounting Assistant
Bio
Karen joined the firm in 2017 when Jacobus Wealth Management (JWM) combined with RMB Capital. At JWM, Karen was the family office financial administrator. She previously held various family office services roles at Jim Injeski Family Office and Vogel Consulting Group, LLC.
At Curi Capital, Karen is responsible for monitoring and balancing portfolios, analyzing accounting reports, executing transfers, and more. She received her AD in Accounting from the Milwaukee Area Technical College.