"Mindfulness helps me

get present with what

I'm thinking and feeling."

Anne%20McCabe%20Triana

Anne McCabe Triana

Anne McCabe Triana34

President and CEO, Curo Private Wealth

Fast Facts

  • Speaks fluent Spanish.
  • Spent time in Haiti when she was a child meeting artists (her father is an art dealer).
  • Teaches a personal finance course at American University.

When she was in college, Anne McCabe Triana studied economics and Latin America. She believed she was on track to work for an institution like the World Bank until a professor convinced her that that wasn't what she should do.

The professor argued she would have more of a personal impact on people if she worked, built wealth and then started a foundation.

That's how she "randomly" got into the financial advice business, Ms. Triana said.

She is currently an adjunct professor at American University in the study of personal finance and financial institutions and is writing a book about teaching parents how to educate their preschool children about finances. She has also been featured on local television shows discussing financial planning and investment management.

Her clients have told her that she "cares" about financial planning, as well as for people and families. And the name of her business, "curo," Ms. Triana explained, is the Latin word for, "to care for" or "pay attention to." Through her work, Ms. Triana has received SmartCEO magazine's Brava award, which celebrates high-impact female business leaders. She is also a member of LPL Financial's Freedom and Directors' clubs.

"What are my clients concerned about most?" asked Ms. Triana. "Half are pretty terrified about the political situation and [the] other half are excited and optimistic. The biggest challenge is behavioral finance and dealing with emotions around money," she said.

– Bruce Kelly

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