| Curi Capital

Meet the Curi Capital Team: Spotlight on Cindy Pittman, Senior Research Analyst

April 27, 2023

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them. This month, we sat down with Cindy Pittman, Senior Research Analyst, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution of her career, and where she finds joy outside of work.

RMB’s Chris Faber Featured in Fortune Magazine

April 26, 2023

Chris Faber, senior vice president and portfolio manager, was recently featured in a Fortune Magazine article on the differences between alpha and beta investing and what investors should know about the two concepts.

Welcome, Ryan Emerson - Director of Wealth Builder

RMB Names Ryan Emerson as Director of Wealth Builder

April 24, 2023

RMB has named Ryan Emerson as its new director of Wealth Builder. In this new role, Emerson will oversee the development and implementation of a new technology-led solution for clients with specific financial planning needs. RMB expects to launch this new offering later this year. He is based in the firm’s Denver office.

What's New at RMB

April 19, 2023

Byline Molly E. Eggert, Client Service Manager

18 years down, many more to go! RMB celebrated its 18-year anniversary on April 1. Over the last 18 years, RMB Capital has evolved tremendously. Here are some of our most recent updates. RMB Brand Refresh

Denver Business Journal Best Places To Work

RMB Honored in Denver Business Journal’s 2023 Best Places to Work

April 4, 2023

RMB has been named to the Denver Business Journal’s 2023 Best Places to Work list.

Physician and a man reviewing something on an tablet

The Importance of Asset Protection for Physicians

April 3, 2023

Byline Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

Recently our teenage daughter achieved one modern milestone of autonomy– she passed her driver’s license test. While a first-edition license is one hallmark of independence, it’s also the gateway to potential fender-benders, property damage, or worse – medical bills or accidental death claims. Naturally, in the week leading up to her driving test, my husband and I scrutinized the details of our auto and personal liability insurance policies with extra focus. While we have full confidence in our daughter’s driving skills, we substantially increased our liability coverage.

Fed Policy & Financial (In)Stability

March 23, 2023

Overview On Wednesday, the Fed hiked interest rates and maintained its pace of quantitative tightening despite early signs that higher interest rates are destabilizing the banking system.

RMB Managing Partner Don Bechter Featured on RIA Edge Podcast

March 23, 2023

RMB’s managing partner Don Bechter was recently a guest on the RIA Edge Podcast, sponsored by Wealth Management magazine. Hosted by longtime national financial journalist Mark Bruno, the episode featured a variety of topics related to how RIAs are growing in the current environment.

Update on Impact of Recent Bank Failures

March 20, 2023

Introduction In this note, we review the events / developments in the banking sector over the last week and highlight the effect of those events on equity and fixed income markets, interest rates, and the path forward for the Federal Reserve. Timeline of Events Friday March 10 Silicon Valley Bank taken into conservatorship by the FDIC. Sunday March 12

Meet the Curi Capital Team: Spotlight on Shannon Brown, Investment Operations Analyst

March 20, 2023

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them. This month, we sat down with Shannon Brown, Investment Operations Analyst, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution of her education and career, and where she finds joy outside of work.

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