Joined Curi Capital
April 2005
Education
- BA, Princeton University
Accreditations
- CERTIFIED FINANCIAL PLANNER™
Affiliations
- Hinsdale Historical Society, Board of Trustees
- Grace Church, Endowment Committee
Previous Experience
- UBS Financial Services, Investment Associate
News & Insights featuring Sarah Tims
Bio
Sarah started her career as an investment advisor in 2002. After earning her Certified Financial Planner™ designation in 2005, Sarah was part of the team that founded RMB Capital and has served clients consistently through the transition to Curi Capital. As a Senior Partner, she works primarily with the Family Office Services team to deliver financial planning and investment advice to many of the firm’s most complex multigenerational clients. Sarah works closely with clients and engages with their other trusted advisors, such as estate planning attorneys, accountants, and insurance professionals, to establish a holistic view of their financial lives. With this perspective and the support of her team, she creates and executes each client’s customized plan that addresses a broad spectrum of financial planning issues and outlines investment objectives and corresponding recommendations.
Sarah graduated from Princeton University with an AB in Politics and a minor in Latin American Studies. More important than her degree, Princeton is where Sarah met her husband, Preston. Sarah is active in the Hinsdale community, having held leadership roles in the Hinsdale Historical Society, Grace Episcopal Church, and volunteering with the Princeton Club of Chicago and Alumni Schools Committee. She loves to travel and if you ever can’t find her, she’s probably at a youth sports event cheering on one of her five sons.