Vincent Ciambriello, Client Reporting Operations Specialist
Education: Bachelor of Science in Economics, Ohio State University
Previous Experience: Hammerstone Markets, Operations , PRSPX, Intern, Data Analyst & Database Strategist , Mediterranean Construction
Alex Sliwa, V.P., Investment Management Specialist
Education: BBA in Finance, Loyola University Chicago , MBA in Finance, Loyola University Chicago
Affiliations: Lean Six Sigma Green Belt , Whiteford Baseball, Youth Baseball Coach and Volunteer
Previous Experience: The Northern Trust Company, Senior Applications Consultant , The Northern Trust Company, Senior Associate, Business Product Development , The Northern Trust Company, Senior Account Manager , The Northern Trust Company, Business Process Analyst , The Northern Trust Company, Security Operations Team Leader , The Northern Trust Company, Senior Portfolio Accounting Analyst
Kenneth Davis, Compliance Manager
Education: BS in Business Administration, Roosevelt University
Affiliations: Professional License, FINRA Series SIE
Previous Experience: BMO US Wealth Management, Compliance Officer , BMO Harris Bank, Analyst, Anti-Money Laundering (AML) and Enhanced Due Diligence (EDD) , Financial Industry Regulatory Authority (FINRA), Principal Compliance Examiner
Athan Miller, Senior Compliance Associate
Education: BA in Sports Management, University of Michigan , MS in Management, University of Notre Dame Mendoza College of Business
Previous Experience: HCA Healthcare, Health Information Management Administrative Assistant , Font and Nelson Law Group, Legal Intern
Brendan Scholz, V.P., Portfolio Analytics Manager
Education: MBA, The University of Chicago
Affiliations: CFA Society of Chicago
Previous Experience: Aviva Investors, Investment Performance Manager , William Blair & Company, Senior Investment Performance Analyst , JP Morgan Chase, Senior Financial Analyst
Kelsey Keefner, Senior Wealth Management Associate
Education: BS in Business Management, Northeastern Illinois University
Previous Experience: Shorewood Liquidators – Executive Assistant , Curi RMB Capital – Human Resource Administrative Assistant
Kelsey’s journey with Curi RMB Capital us began in 2020 when she joined the Curi RMB Capital team as a Human Resource Administrative Assistant. Her passion for helping others and building meaningful r
RMB Capital Announces Three New Partners for 2021
February 9, 2021
CHICAGO- February 9, 2021 –RMB Capital (“RMB”), an independent investment advisory firm with approximately $9.7 billion in assets under management1 (estimated as of Dec. 31, 2020), announced that it has named Thomas Fanter, Laura Flentye, and Dan Matola, CFA, as new partners. The firm now has 26 partners.
Education: BSBA in Finance and Economics & Strategy, Washington University in St. Louis
Christian Early, V.P., Relationship Manager, Family Office Services
Education: BA in Economics, Denison University
Affiliations: Freedom Golf Association, Volunteer
Christian joined Curi Capital in 2020 as an associate with the Chicago – Western Suburbs Wealth Management team. In 2023, he transitioned to the Family Office Services (FOS) team in Chicago.
Aaron A. Ayala, Senior Wealth Management Associate
Education: BS in Finance, University of Illinois at Chicago