Jason Butcher, Senior Help Desk Technician
Education: Columbia College Chicago
Previous Experience: Ascend Technologies, Sr. PS Engineer , West Monroe Partners, Engineer , Deloitte, IT Analyst , Bankers Life Insurance, IT Analyst
Jason joined Curi RMB Capital as Senior Help Desk Technician on the technology team.
Dimitri P. Eliopoulos, Partner, Chief Executive Officer
Education: BS in Finance from DePaul University , MBA from Kellogg School of Management at Northwestern University
Affiliations: Member of the Hellenic American Leadership Council , Member of the Economic Club of Chicago , Advisory Board Member of Greenhouse Scholars
Previous Experience: RMB Capital , UBS
Dimitri is the Chief Executive Officer of Curi RMB Capital. An accomplished wealth management executive with two decades of experience, Dimitri has served as an advisor, team leader, and mentor to cli
There Aren’t Many Universal Truths in Preparing for Retirement, But There are a Few
January 17, 2024
Byline Erica Tarantur, CFP®, CIMA®, Partner, Wealth Advisor
Here at Curi RMB Capital, we offer many different pieces of advice for people thinking about retirement. Everyone’s financial goals and situation are different, and yet, there are several basic guidelines that apply to nearly everyone, no matter what the future holds.
Katie Hanna, Accounting Associate
Education: BA in Accounting and Finance, Dublin City University, Ireland , MA in accounting, Dublin City University, Ireland
Previous Experience: Grub Dublin, Business Development Associate/Administrative Assistant , KPMG, FS Audit Intern
Katie is an Accounting Associate within the Finance team in Chicago, IL. She assists the Finance team in the billing process and the Fund accounting process, as well as other responsibilities of the
Lauren Saunders, Client Service Administrator
Education: BA in International Relations and French, Skidmore College.
Previous Experience: Broadridge Financial Solutions, Client Service Specialist , Brown & Riding Insurance Services, Strategic Client Relations Associate , Northwestern Mutual, Client Relations Coordinator
Lauren joined RMB Capital in 2023 as a Client Service Administrator. Lauren has worked in financial services for more than seven years, servicing clients with both their insurance and investment needs
Understanding the Basics of Long-Term Care Insurance
October 28, 2022
Byline Erica Tarantur, CFP®, CIMA® SVP, Wealth Advisor
Most people understand the importance of insuring their home or car, buying a life insurance policy to protect their family’s financial future, and having comprehensive health insurance to prevent being stuck with huge medical bills. Insurance provides both emotional assurance and the practical financial backing to recover from emergency setbacks. However, there’s one type of insurance that is too often overlooked but can be just as critical—long-term care insurance.
Joe McDermott, Partner, Chief Compliance Officer and Chief Risk Officer
Education: BA, Loras College , MBA, DePaul University
Previous Experience: Alaric Compliance Services, LLC , Managing Director , THL Credit Senior Loan Fund & THL Credit Senior Loan Strategies, Chief Compliance Officer & Compliance Manager , Aviva Investors Americas, Chief Compliance Officer & AML Compliance Office , Keeley Investment Corp., Chief Compliance Officer & AML Compliance Officer,
Education: BA in Economics, Occidental College
Affiliations: CFA Institute, Member , CFA Society Chicago, Member , SecureFutures, Volunteer
Previous Experience: Harbor Capital Advisors, Inc. – Senior Vice President, Regional Investment Consultant , T. Rowe Price Group, Inc. – Vice President, Senior Intermediary Sales Consultant, Financial Institutions Group , Baltimore Community Foundation – Community Investment Intern
Kristen Roder, V.P., Relationship Manager, Family Office Services
Education: BS in Psychology, University of Illinois , MS in Information Systems, Northwestern University, School of Professional Studies
Previous Experience: Fidelity Investments – Financial Consultant , Jefferies LLC, - Vice President, Wealth Management , Deutsche Bank Alex. Brown – Sales Associate, Asset & Wealth Management , Guggenheim – Regional Sales Associate
Kristen joined Curi Capital in 2022 as a relationship manager for Family Office Services, bringing 15 years of experience in financial planning, investment management and operations within wealth mana
Manan Patel, Portfolio Analytics Analyst
Education: Bachelors of Science in Finance, University of Illinois
Previous Experience: Northern Trust Bank, Investment Performance Associate, Fund Accountant , Nuveen Investments, Analyst , Mesirow Financial, Intern