Steven Ungaro

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.