Curi RMB Capital Named “Best Place to Work” by Denver Business Journal
March 4, 2024
Curi RMB Capital has been named to the Denver Business Journal’s 2024 “Best Places to Work” list. This is the second consecutive year that Curi RMB Capital has been recognized on the list.
Laura Palmer, Client Service Administrator
Education: Bachelor of Arts in General Studies, University of Northern Iowa
Previous Experience: Bank of the West, Fiduciary Associate , Broadridge Financial Solutions Inc., Fiduciary Services Specialist
Laura is a client services administrator located in the Denver, CO office. Before joining Curi Capital, she worked as a Fiduciary Associate at Bank of the West in the Wealth Management trust accounts
Jake Orsborn, Wealth Management Associate
Education: BSBA, Business Administration & Finance, University of Denver
Affiliations: Solich Caddie & Leadership Academy Volunteer
Previous Experience: AMG National Trust, Financial Analyst Level III , Transtar Insurance Brokers, Associate Account Executive , Lincoln Financial Advisors, Financial Services Intern
Jake works as a Wealth Management Associate at Curi Capital, where he is responsible for supporting the firm's wealth advisors in the planning process.
Jason Largey, J.D., S.V.P., Wealth Strategist
Education: Clemson University, BA, German Language & International Trade , University of Denver Sturm College of Law, Juris Doctor , Air Force JAG School, Maxwell AFB, Judge Advocate Staff Officer Course
Affiliations: Professional Advisory Council, The Denver Community Foundation , Member, Denver Estate Planning Council
Previous Experience: Crestone Capital, Executive Director, Wealth Planner , U.S. Bank Private Wealth Management, Private Wealth Planner , Personal Capitol Advisory Corporation, Senior Estate Planning Strategist , Schwab Private Client Investment Advisory, Inc., Wealth Strategist, Trust and Estate Specialist , Messner Reeves LLP, Estate Planning Associate Attorney , Kresl & Johnson, P.C., Litigation Associate Attorney , State of Colorado, Office of the Attorney General, Assistant Attorney General , United States Air Force JAG Corps, Assistant Judge Advocate General
Jason started his career in the U.S. Air Force JAG Corps, serving in Alabama, Texas and California. He participated as a prosecutor or defense counsel in over 50 trials by Courts-Martial. He then prac
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.
Ryan Emerson, S.V.P., Director of Wealth Builder
Education: BSBA in Finance, University of Colorado Boulder
Previous Experience: Empower Personal Wealth, Team Lead , Personal Capital, Vice President - Financial Advisor , Burrus Financial Services, Investment Advisor Representative
Ryan is the Director of Wealth Builder at Curi Capital. He is responsible for overseeing and building out our strategies and financial plans for our core clientele.
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.
Casey Darmody, Senior Manager, Marketing
Education: BA, Tufts University , MTS, Boston University
Previous Experience: University of Colorado Boulder, College of Engineering and Applied Science, Associate Director of Marketing and Communications , University of Colorado Boulder, Leeds School of Business, Associate Director of Strategic Communications , Massachusetts General Hospital, Assistant Director of Employee Campaigns
Casey joined Curi Capital's marketing team in 2023. She is responsible for leading the firm’s content strategy and planning and executing communications and content for a range of audiences.
Jeffrey Burney, Partner, Chief Client Officer
Education: BBA in Finance and Business Economics, Ohio University
Affiliations: Boy Scouts of America, Greater Colorado Council, Executive Board , The Denver Foundation, Professional Advisors Council , University of Colorado, Denver Business School, Jake Jabs Center for Entrepreneurship, Advisory Council , Greenhouse Scholars, Development and Advisory Board
Previous Experience: Crestone Capital, LLC, Chief Strategy Officer , JP Morgan Private Bank, Executive Director
Jeff is the Chief Client Officer of Curi Capital. He is responsible for leading and managing the private client efforts of the firm which includes wealth management, family office services, and retire
Liz Draper, Marketing Operations Manager
Education: BA in Communication, University of Colorado Boulder
Previous Experience: University of Colorado Boulder, Leeds School of Business – Project Manager, Marketing & Communications , PopSockets – Product Marketing Manager , Johns Manville, Roofing Systems Division – Associate Marketing Manager , Newton Running Company – Customer Experience Manager, Product Specialist