Michele Francisco
Partner, Senior Relationship Manager, Family Office Services
Joined Curi RMB Capital
April 2005
Education
BA in International Affairs & Economics, George Washington University
MBA, Kellogg School of Management at Northwestern University
Accreditations
Affiliations
- Chicago Council of Global Affairs, Member
Previous Experience
- UBS Financial Services, Investment Associate
- Bernstein Investment Management, Financial Advisor Associate
Bio
Michele Francisco is a Partner and Senior Relationship Manager on the Family Office Services team. In this role, Michele oversees many of the firm’s largest and most complex multi-generational clients. In collaboration with her clients’ other trusted advisors, Michele is responsible for driving the strategy for these families as it relates to estate and tax planning, charitable and philanthropic goals, family governance and education, and investments.
Michele has been with Curi RMB Capital since its inception in 2005. Prior to joining, Michele worked with Curi RMB Capital’s founders at UBS. During her nearly 20 years with Curi RMB Capital, Michele has held a variety of roles including serving as Curi RMB Capital’s Chief Client Officer, Chief of Staff, and most recently as Co-Managing Director of Wealth Management. Michele also serves on the firm’s executive committee. In 2017, she helped launch the firm’s Family Office Services team.
Michele earned her B.A. in International Relations and Affairs from The George Washington University and her MBA from Northwestern University Kellogg School of Management. Michele is also a CERTIFIED FINANCIAL PLANNER™. In her free time, Michele is an avid world traveler and pickleball player.