Margo Sweany
Partner, Director of Practice Management @Curi Capital
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WORK HISTORY
Partner, Director of Practice Management @Curi Capital
Denver, CO, US
EDUCATION
Universidad Pablo de Olavide
Business, Finance, International Business, International Finance
Northwestern University
Certificate of Financial Planning
University of Colorado Boulder - Leeds School of Business
BS, Finance
SKILLS
ABOUT MARGO SWEANY
CERTIFIED FINANCIAL PLANNER™FINRA Series 65: Registered Investment Adviser RepresentativeFor over 15 years, I built and led a thriving financial advisory practice dedicated to helping clients reach their goals with clarity and confidence. Today, in my role as Director of Practice Management, I bring that same client-centered mindset to the broader organization.My focus is on making everything behind the scenes work better for both our advisors and their clients by standardizing processes, improving technology, and ensuring a consistent, high-quality client experience across the firm. I lead initiatives to train and develop our advisory team, establish best practices, and implement technology solutions that enhance efficiency and outcomes.I’m also spearheading efforts to add meaningful services to our client offering to deepen the value we deliver. At the heart of it all, I’m passionate about helping great advisors do their best work and helping clients feel the difference.
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