John O’Connor, Partner, Director of Research, Portfolio Manager
Education: BS in Finance, Butler University , MBA, Northwestern University
Previous Experience: IronBridge Capital Management, L.P., Portfolio Manager and Equity Analyst , Credit Suisse HOLT, Vice President , HOLT Value Associates, L.P., Analyst , First Union Securities, Mutual Fund Analyst , The Windsor Group, Ltd., Mutual Fund Analyst
Ben Niu, Partner, Senior Analyst
Education: BS in Applied Mathematics, Xiamen University , Ph.D. in Applied Mathematics, Illinois Institute of Technology
Previous Experience: IronBridge Capital Management, L.P., Advanced Financial Modeling Analyst
Daniel Nakano, Partner, Private Fund Operations Manager
Education: BA in Economics, University of Illinois at Urbana-Champaign
Affiliations: Evans Scholars Foundation, Alumni Volunteer
Previous Experience: Morgan Stanley, Registered Associate – Private Wealth Management , RPG – Life Transition Specialists, Operations Manager , AXA Advisors LLC, Financial Consultant
Daniel joined RMB Capital in 2017. Prior to RMB, Daniel was at Morgan Stanley as a registered associate in private wealth management, RPG – Life Transition Specialists as an operations manager, and AX
Robert Marchese, Partner, Senior Relationship Manager, Family Office Services
Education: BS in Business Administration, Indiana University , MBA in Finance, DePaul University
Affiliations: CFA Institute, Member , CFA Society Chicago, Member , Investments & Wealth Institute®, Member
Previous Experience: Far Horizons Capital, LLC, Investment Manager , Capital Resource Management, Inc., Investment and Manager Research Consultant , Trustmark Companies, Assistant Vice President – New Growth Ventures , First Analysis Securities Corporation, Senior Associate – Investment Banking Group , American Express Tax & Business Services, Consultant – Corporate Finance Group
Bob joined Curi Capital in 2017, bringing over 20 years of experience in family office and private wealth, investment management, and corporate finance. Most recently, Bob was part of the team that la
James Lundgren, Partner, Director of IT Development and Operations
Education: BS in Applied Computer Science, Northern Illinois University
Previous Experience: IronBridge Capital Management, L.P., Software Development Lead , Telperion Enterprises, Founder and Principal Consultant
Katherine Lester, Partner, Chief of Staff, Client Advisory
Education: BS in Finance and Spanish Language, University of Dayton , MBA in Leadership and Change Management and Health Sector Management, Kellstadt Graduate School of Business at DePaul University
Ilhwa Lee, Partner, Portfolio Manager
Education: B.A in Economics and Psychology, Seoul National University , MBA, The University of Chicago Booth School of Business
Previous Experience: Crystal Rock Capital Management, Equity Research Analyst , Cambridge Associates Asia Pte Ltd, Investment Director , Artisan Partners, Equity Research Intern , Mirae Asset Securities, Quant Analyst
Raymond Lau, Senior Operations Specialist
Education: BS in Accounting, New York University
Previous Experience: Burnham Asset Management, Assistant Treasurer , Prudential Securities, Inc., Senior Accountant , Dreyfus Corporation, Fund Accountant
Ryan Kennedy, Partner, Portfolio Manager
Education: BS in Finance, Santa Clara University , MBA, University of Notre Dame
Affiliations: CFA Institute, Member , CFA Society of Chicago, Member
Previous Experience: Northern Trust, Associate Portfolio Manager , The Townsend Group, Associate , Morgan Stanley Private Wealth Management, Analyst
Ryan is a senior member of RMB’s asset allocation and manager research team, with a focus on private equity and real estate.
Jeff Jones, Partner, Portfolio Manager
Education: BBA in Accounting, University of Notre Dame , MBA, University of Chicago
Previous Experience: IronBridge Capital Management, L.P., Equity Analyst , Credit Suisse HOLT, Vice President , PricewaterhouseCoopers LLP, Auditor