Mohini M Mccormick

Employer firm

Curi Capital, LLC CRD 134249

$11.6B regulatory AUM 84 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2013 → 09/2018
  Calamos Financial Services Llc
  Naperville, IL
• 06/2013 → Present
  Calamos Wealth Management Llc
  Naperville, IL
• 09/2018 → Present
  Rmb Capital Management, Llc
  Chicago, IL

Previous Registrations

• 2013-07-03 → 2018-09-25
  Calamos Wealth Management Llc
  Naperville, IL
• 2009-11-17 → 2013-06-13
  Fifth Third Securities, Inc.
  Countryside, IL
  Westmont, IL
• 2006-05-16 → 2009-12-18
  Credit Suisse Securities (Usa) Llc
  Northbrook, IL
  Chicago, IL
• 1997-09-09 → 2006-05-24
  Lehman Brothers Inc.
  Chicago, IL
  Chicago, IL

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-01-09
• S63 Uniform Securities Agent State Law Examination
  1992-05-18

Designations

• Certified Financial Planner

Other Names

• Mohini Maria Patiu
• Mohini Patiu