Margo K Sweany

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

• 01/2010 → Present
  Rmb Capital Management
  Chicago, IL

Other Businesses

NAME: 3357 Williams St LLC INVESTMENT RELATED? No ADDRESS: 3726 Race St Denver, CO 80205 NATURE OF BUSINESS: Landlord of a small rental unit. POSITION: Single member LLC, Owner TITLE: Owner START DATE: 06/2018 HOURS? 2/month HOURS DURING TRADING HOURS? 0 Owner/operator

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-09-24

Designations

• Certified Financial Planner