Team Page

Jeanine Meola, Senior Administrative Assistant

Education: BA in liberal Arts and Sciences, DePaul University

Affiliations: Chicago Foundation for Women

Previous Experience: Fairpointe Capital, LLC – Director, Institutional Sales , Optimum Investment Advisors – Director, Institutional Sales

Jeanine is the Administrative Assistant for RMB’s St. Joseph, MI office. Jeanine is responsible for managing all administrative functions related to the executive(s) she supports so that they are able

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.

Jay Menton, Partner, Senior Wealth Manager

Education: BA in History, Economics, Colgate University , MBA in Finance, Entrepreneurship and Strategic Management, Chicago Booth School of Business

Affiliations: Next Series Club of Chicago, Member

Previous Experience: Tribridge Partners LLC - Director of Wealth Management , JAMCAP LLC – Registered Investment Advisor/Consulting CFO

Sam Buchenau, Senior Wealth Management Associate

Education: Bachelor of Business Administration in Management, Terry College of Business, University of Georgia , Anglo-American University - International Business, Prague, Czech Republic

Affiliations: Denver Urban Gardens, Workday Volunteer

Previous Experience: Fidelity Investments, High Net Worth Associate , Tread Global LLC, Business Analyst and Project Management , Woodruff Sawyer & Co., Business Development and Analyst Intern , Dream Big Day Camp, Director of Operations

Ally Nguyen , Advisor Associate

Education: BS in Biological Sciences, Colorado State University

Previous Experience: Ontrack Property, Construction Project Manager

Josh Rauterkus, Wealth Advisor

Education: BS in Business Administration, St. Louis University

Previous Experience: Moneta Group Investment Advisors, Client Service Manager , Stifel Nicolaus, Equity Research Intern , Brown & James, P.C., Marketing Clerk

Alex Koncilja, Senior Wealth Management Associate

Education: BBA, Financial Markets and Finance, University of Minnesota Duluth

Previous Experience: Student Equity Analyst at The Bulldog Fund, LLC, Wealth Management Intern at Orgel Wealth Management

Alex joined RMB Capital in 2021. Alex works as a wealth management associate whose mission is to help guide individuals and families through the emotional and financial complexities of money.

Emily Van Grinsven , Senior Client Service Administrator

Education: B.S. In Sociology, University of Wisconsin - Whitewater

Affiliations: Partners in Health Engager , Open Arms Free Clinic Volunteer

Previous Experience: University of Wisconsin-Whitewater, Warkhawk Connection Center Intern , Big Brothers Big Sisters of Eastern Massachusetts, Program Services Intern , Boston University, Research Assistant Intern , Founder/President Doctors Without Borders UW-Whitewater Student Chapter

Emily started her professional career with Curi RMB Capital in July 2021 as a client service administrator on the Milwaukee Wealth Management team. Emily supports the Wealth Management team by providi

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

Sophia Johnson, Executive Assistant and Office Manager

Education: BA in Social Sciences, Colorado State University

Affiliations: National Charity League (NCL), Liaison to Food Bank of the Rockies , The Guild of the Children’s Diabetes Foundation, Member

Previous Experience: AXS TV, Executive Assistant and Office Manager , RK Mechanical Service, Account Manager- Service Agreement Sales

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