Joined Curi Capital
June 2022
Education
- BS in Psychology, University of Illinois
- MS in Information Systems, Northwestern University, School of Professional Studies
Accreditations
- Certified Private Wealth Advisor®
- CERTIFIED FINANCIAL PLANNER™
Previous Experience
- Fidelity Investments – Financial Consultant
- Jefferies LLC, – Vice President, Wealth Management
- Deutsche Bank Alex. Brown – Sales Associate, Asset & Wealth Management
- Guggenheim – Regional Sales Associate
Bio
Kristen joined Curi Capital in June 2022 as a Relationship Manager within the firm’s Family Office Services group. She brings more than 18 years of experience in financial planning, investment management, and operations, serving ultra-high-net-worth individuals, families, and family offices.
Prior to Curi Capital, Kristen was a Financial Consultant at Fidelity Investments, where she partnered with clients to deliver comprehensive, goal-based financial planning and investment solutions. Earlier in her career, she held senior roles at Jefferies LLC and Deutsche Bank Alex. Brown, working closely with executives, entrepreneurs, and family offices on complex wealth management needs, including investment implementation and executive services. She also gained valuable experience in regional sales roles at Guggenheim.
At Curi Capital, Kristen works with multi-generational families to develop and coordinate strategies around estate and tax planning, wealth transfer, family governance and education, and investments. She is passionate about helping families align their wealth with their values and create a shared understanding across generations. Kristen takes a highly collaborative approach, working closely with clients’ outside advisors to ensure strategies are implemented cohesively and in alignment with long-term objectives. Her background across advisory, investment, and operational roles allows her to anticipate challenges and deliver solutions that are both strategic and practical.
Kristen earned a Bachelor of Science in Psychology from the University of Illinois at Urbana-Champaign and a Master of Science in Information Systems from Northwestern University’s School of Professional Studies. She is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor®.
Kristen lives on the north side of Chicago with her husband, Sebastien, and their four children. Outside of work, Kristen enjoys spending time with her family, exploring Chicago’s neighborhoods, and staying active in her community.