Market Briefing: Earnings Trends
March 8, 2024
In this briefing, we look back on earnings trends from 2023 and how that affected market performance last year. We will then touch on some of the key drivers and the headwinds for earnings and the stock market in 2024.
Curi RMB Capital Named “Best Place to Work” by Denver Business Journal
March 4, 2024
Curi RMB Capital has been named to the Denver Business Journal’s 2024 “Best Places to Work” list. This is the second consecutive year that Curi RMB Capital has been recognized on the list.
Senior Wealth Advisor Christa Madison Joins Oakbrook Terrace Office
February 28, 2024
Curi RMB Capital is pleased to welcome Christa Madison, CFP®, CRPC®, as Vice President and Senior Wealth Advisor in the firm’s Oakbrook Terrace office. She brings over 20 years’ experience in the financial services industry and will focus on serving clients throughout the greater Chicagoland area and the Midwest region.
Wealth Advisor Olive Mitchell Joins Washington, D.C. Office
February 28, 2024
Curi RMB Capital is pleased to welcome wealth advisor Olive Mitchell, CFP®, as a member of its Washington, D.C. office. Mitchell joins the team of Senior Wealth Manager Barbara Black, CFP®, and will focus on partnering with clients to maximize their financial health and wellness. “Barb and the D.C. team have an unrelenting enthusiasm to move clients forward while adapting to a changing landscape. That energy and dedication were primary motivators for me to join their growing team,” said Mitchell.
Curi RMB Capital Names New Partners for 2024
February 21, 2024
Curi RMB Capital is proud to announce 30 new partners for 2024. In announcing the group, CEO Dimitri Eliopoulos highlighted the breadth of functions represented by the new class. “This year’s partner class demonstrates the value that we place on all teams across the firm,” said Eliopoulos. “There is no one team or function that carries Curi RMB Capital forward.
Meet Curi RMB Capital: Ryan Kennedy
February 20, 2024
Nothing shapes your experience working with Curi RMB Capital more than the people who make our work possible every day. The Meet Curi RMB Capital series offers a chance to get to know our team a little better. Curi RMB: Can you give us an overview of your role at Curi RMB Capital?
February 20, 2024
Body Top The Curi RMB Capital Tax Timeline includes the important dates related to filing 2024 taxes for individuals, businesses, S-corporations, partnerships, trusts and estates, and tax-exempt organizations. Please download a high resolution PDF here.
Nurturing Generosity: Teaching Philanthropic Values Across Generations
February 14, 2024
Byline Sheldon Fox, CFP®, Partner, Senior Wealth Manager
One of the most personal statements we can make about our values and priorities is through charitable giving. Philanthropy not only makes a statement about who we are and what we value—literally, putting our money where our mouth is—but it also lays the foundation for the legacy we leave behind in this world.