Steven Ungaro
Senior Wealth Management Associate
Joined Curi RMB Capital
April 2025
Education
Bachelor of Arts in Mathematics, Northeastern Illinois University
Bachelor of Arts in Economics, Northeastern Illinois University
Accreditations
Previous Experience
- Home Lending Assistant, JPMorgan Chase Bank
- Chase Private Client Loan Processor, JPMorgan Chase Bank
Bio
Steven Ungaro is a Wealth Management Associate based in the Oakbrook Terrace office. He supports high-net-worth clients through administrative and financial planning services and works closely with wealth advisors to build and maintain client relationships.
He brings over 10 years of experience in the mortgage industry at JPMorgan Chase Bank, where he served as both a Home Lending Assistant and a Private Client Loan Processor. Steven is proud to apply his background in client service and administrative support to the Curi RMB Capital team.