Experience Makes all the difference

The Hartman Curio Consulting Group delivers comprehensive financial planning and wealth management counsel to clients with significant assets who are concerned with asset preservation, conservative growth strategies, tax sensitivity, credit availability, philanthropy and organizational legacy. As a multi-disciplined team, we help customize and effectively manage your investment portfolio and tax-advantaged estate solutions.

Your long-term wealth outlook is the focus of our relationship with you, and it inspires the wealth management strategies we help you create. We understand that individuals and families are unique. Clients and their families have different personalities and needs, shaped by their specific circumstances and life experiences. The Hartman Curio Consulting Group distinguishes its wealth management practice by the amount of preparation and discovery work we do with clients. We seek to understand your financial vision and goals for the future, and then guide you to make well-informed financial decisions.

Scott A. Hartman, CPWA®

Senior Vice President - Wealth Management
Senior Portfolio Manager
847-498-7840
scott.hartman@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

With almost three decades of experience in the financial service industry, Scott brings deep knowledge of the markets, risk management and financial planning to our team's clients. He is the co-founder of The Harman Curio Group and joined UBS in January, 2012, attracted to the firm's award winning research and commitment to client service.

Scott is a Senior Portfolio Manager that allows him to customize each of our client's portfolios on both a discretionary and non-discretionary basis to help mirror their lifestyle, financial goals, and risk tolerance. To better address the ever changing planning needs for our clients, Scott earned The Certified Private Wealth Advisor designation, administered by The Investment Management Consulting Association and taught in conjunction with The University of Chicago Booth School of Business. He received a bachelor's degree in Finance from The School of Business at The University of Illinois in Champaign-Urbana.

Through a consultative process, Scott guides clients with a holistic view of their current financial situation, then designs, implements and monitors a comprehensive investment plan to help achieve their goals. He follows a disciplined process that focuses on gaining a critical understanding of client's objectives to develop a blueprint that delivers a highly customized wealth management strategy. His areas of concentration include retirement and estate planning strategies as well as developing specific strategies to help minimize taxes, monetize and preserve assets, maximize growth, and transfer wealth.

What Scott cherishes most is his family and friends. Happily residing in Lake Zurich, he is a devoted husband to his wife Amy, and a loving father of three beautiful children. In his free time Scott enjoys spending time with his family and friends, traveling and playing the guitar.


Registered States:
AZ, CA, CO, CT, DC, FL, IL, IN, MA, MD, ME, MI, MN, MO, MT, NM, NV, NY, OR, PA, SC, TN, TX, VA, WI


Jeffrey R. Curio, CPWA®

Senior Vice President - Wealth Management
Senior Portfolio Manager
847-498-7841
jeffrey.curio@ubs.com

Connect with me on LinkedIn   Connect with me on LinkedIn

As a registered investment professional for more than 22 years, Jeff implements wealth management strategies for our team's clients. He will identify and analyze challenges facing high-net-worth individuals and develop specific strategies to help minimize taxes, monetize and preserve assets, maximize growth and transfer wealth.

Jeff achieved the designation of Certified Private Wealth Advisor through The University of Chicago Booth School of Business and earned a B.S. in Corporate Communications from Northern Illinois University. He also earned the designation of Senior Portfolio Manager, a program offered through the Portfolio Management Program at UBS that enables him to customize each of our client's portfolios on both a discretionary and non-discretionary basis to suit their financial goals and risk tolerance.

Through a structured process, Jeff develops specific strategies to help address the accumulation, distribution, and legacy phases of investing. Some of his areas of concentration include retirement income planning, estate planning, risk management, and tax-efficient strategies. He will help develop a customized wealth management plan that will address key areas of your financial life beyond traditional investments. Your plan may incorporate recommendations that can help with wealth enhancement, wealth transfer, wealth protection or charitable giving. Jeff currently holds his Life and Health Insurance Certificates as well as multiple FINRA Securities Licenses such as the Series 7, 8, 63 and 65.

Jeff is a lifelong resident of Chicago where he lives with his wife Melissa and their three sons Nicholas, Vincent and John. When he is not coaching his children's various sport teams, he enjoys traveling and volunteering with several charitable organizations.


Registered States:
AZ, CA, CO, CT, DC, FL, IL, IN, MA, MD, ME, MI, MN, MO, MT, NM, NV, NY, OR, PA, SC, TN, TX, VA, WI


Joseph Hudek

Senior Client Service Associate
847-498-7838
joseph.hudek@ubs.com

Joe brings over 18 years of experience in the financial service industry to the team.  He has a strong background in lending, operations, technical support, network administration, project management and client services.  In previous roles, Joe spent 11 years handling all operations and technical support for the Private Banking and Investment Group at Merrill Lynch and most recently served as a Registered Client Service Associate at Morgan Stanley. Joe holds a Bachelor's degree in Finance as well as his series 7 & 66 licenses.  Joe enjoys spending time with his wife, Bozena, his daughter Lily, and his son Will.  Joe's hobbies include golf and volunteering in the community. 


Registered States:
AZ, CA, CO, CT, DC, FL, IL, IN, MA, MD, ME, MI, MN, MO, MT, NM, NV, NY, OR, PA, SC, TN, TX, VA, WI