Founding Partner / Private Wealth Advisor - CPWA®, CRPC®
Kori joined our practice in 2007 after a 13-year career in commercial banking in Chicago and still has strong ties to the Midwest. There she worked with entrepreneurs, professionals, executives, and families on streamlining cash management related to their business interests, then transitioned careers to aid the same kinds of clients with their personal wealth concerns. Kori loves to help clients nurture an understanding of how and why they are invested. She also earned the Certified Private Wealth Advisor® (CPWA®) designation from the Investment Management Consultants Association in conjunction with The University of Chicago Booth School of Business and earned a Bachelor’s degree in Economics and Mathematics from Brown University.
Kori is married with three daughters and enjoys an active lifestyle. She works with several local committees promoting exercise and healthy activities in children and adults.