Yvonne’s role as Founder and Director of Investments and Trading is crucial to Curio Wealth. She heads the Investment Committee which makes decisions on a firm level for our clients’ portfolios. She is also responsible for overseeing the firm’s trading operations.
Yvonne’s certifications supplement her 25 years of industry experience. She earned the Accredited Asset Management Specialist™ (AAMS™) from the College for Financial Planning in 2009. In 2015, she added the Financial Paraplanner Qualified Professional℠ (FPQP®) credential. She also studied Investment Management Theory and Practice through Yale School of Business and earned her Certified Investment Management Analyst® (CIMA®) certification.
Collaborating with colleagues who are seasoned professionals in their field and caring sincerely for each client deepens the fulfillment she gets from work. Yvonne values her career because she sees how financial management and planning can significantly improve clients’ and their children’s and grandchildren’s lives.
When not in the office, Yvonne enjoys spending time outdoors, boating and paddleboarding with her family, and hiking with her dog.
