Employee Profile: Andrew Baker
October 28, 2022
Our employee profile series continues with Andy Baker, CFA, partner and portfolio manager in RMB’s Chicago office. We discuss his favorite hobbies, his connection to the city and how his work helps clients across the firm. INVESTED: What are things you like to do for fun away from the office?
RMB Capital Named to List of Top 100 RIA Firms in the Nation by Barron’s
October 6, 2022
Body Top RMB Capital proudly announced that it is again ranked by Barron’s magazine as one of the Top 100 RIA Firms in the nation. The September 19, 2022, issue of the magazine featured its annual ranking of registered independent advisory firms for 2022. This is the seventh consecutive year that RMB has been included in the national firm rankings.
Jay Menton Joins RMB Capital to Lead Firm’s Lake Forest Team
September 6, 2022
CHICAGO- September 6, 2022 –RMB Capital (“RMB”), an independent investment advisory firm with more than $9.1 billion in assets under management1 (estimated as of June 30, 2022), announced that Jay Menton has joined the firm’s Lake Forest, Ill., office as senior wealth manager. Menton will lead the wealth management team based in Lake Forest, which serves RMB clients across Chicago’s North Shore, as well as deliver comprehensive financial planning services to individual clients there.
RMB Capital Names Jeffrey J. Burney as Chief Client Officer
August 8, 2022
CHICAGO- August 8, 2022 – RMB Capital (“RMB”), an independent investment advisory firm with more than $9.1 billion in assets under management1 (estimated as of June 30, 2022), announced that it has named Jeffrey J. Burney as the firm’s chief client officer.
RMB’s Jake Eischens Quoted in Fortune Magazine About How Retirees Can Approach a Bear Market
June 30, 2022
As investors and retirees worry about what the recent market volatility has in store, RMB Capital wealth advisor Jake Eischens
June 30, 2022
We believe the Russell rebalance illustrates our contention that the labels of “Growth” and “Value” are outdated and ineffective.
Meet the Curi Capital Team: Spotlight on Colin Kelly, Managing Director of Equities
June 3, 2022
This month, we sat down with Colin Kelly, Managing Director of Equities, to discuss his transition to the Curi Capital team following the KDI acquisition, the evolution of his career, and where he finds joy outside of work. 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.
Meet the Curi Capital Team: Spotlight on Jon Autry, Director of Private Investments
April 28, 2022
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. Each month, we will engage a different member of the Curi Capital team to learn more about their experiences, their insights, and their perspectives, while providing an opportunity for you to get to know them on a more personal level.
Volatility: From the Pandemic to War and Inflation
April 20, 2022
Overview Just as COVID-19 seemingly receded to the point that we could emerge in a new normal, Russian forces invaded Ukraine on February 24. Equities, which were already negative for the year, initially moved even lower while commodities added to their gains, fueled by concerns over supply chain issues and access to critical raw materials. Fears that inflation, already at uncomfortable levels, could surge even higher kept investors from seeking safety in fixed income securities and drove bond yields up significantly.