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
Loren Knaster, Partner, Senior Wealth Manager
Education: BA in Broadcast Journalism and Psychology, Syracuse University , MA in Conflict Resolution, University of Denver
Affiliations: Jewish Colorado, Volunteer
Previous Experience: Wisdom in Action, Client Associate , WIA Financial Management, Business Manager , WPBN TV, Sports Reporter/Anchor
Education: BA in Economics, Michigan State University
Affiliations: Curious Kids Museum, Board of Directors , Lakeland Health Systems, Investment Committee
Previous Experience: UBS Financial Services, Financial Advisor , Lehman Brothers, Institutional Fixed Income Sales
Paul Joyaux is a partner at RMB and has been in the financial arena since the 1990’s, working in the institutional bond business. Prior to joining RMB, Paul worked at UBS Financial Services and Lehman
Molly E. Eggert, V.P., Client Service Manager
Education: BA in Business Management, Luther College
Previous Experience: Armstrong, Fleming & Moore, Inc., Client Services Associate , Pinstripes, Inc., Event Sales Manager
Trevor Isham, Partner, Senior Wealth Manager
Education: BA in Economics and Religion, Colorado College
Previous Experience: Katana Investment Advisors, Founder and Senior Advisor , Ronin Capital, Wealth Advisor and Trader
Trevor began his career at Curi RMB Capital as an advisor in the Chicago office in 2013, and today he serves as the senior wealth manager of the Milwaukee office. Prior to working for Curi RMB Capital
Jake Eischens, Partner, Wealth Advisor
Education: BBA in Finance, University of North Dakota
Previous Experience: Office of the Comptroller of the Currency, Assistant National Bank Examiner
Jake joined RMB Capital in 2018. Jake provides personalized wealth planning solutions for high-net-worth individuals and families. He designs and implements customized wealth plans with a focus on cli
Ian Doll, Partner, Wealth Advisor
Education: BS in Public Financial Management, Indiana University
Affiliations: Greater Chicago Food Depository, Associate Board Member
Previous Experience: Northern Trust, Intern , Ameriprise Financial, Intern
Seth Davis, Partner, Managing Director of Retirement Plan Solutions and Wealth Builder
Education: BS Accounting, Binghamton University
Affiliations: Investment & Wealth Institute, Current Member , Financial Planning Association, Former Member , National Association of Personal Financial Advisors, Former Member
Previous Experience: Wisdom in Action, Founder and Owner
Seth brought with him 15 years of experience in financial services when he joined RMB Capital. His prior firm, Wisdom in Action, was acquired by RMB in 2011. Prior to launching Wisdom in Action, his w
Charlie Brey, Partner, Senior Wealth Manager
Education: BA in Economics, Lake Forest College
Affiliations: Greenhouse Scholars, Mentor
Charlie joined RMB in 2014. As a wealth advisor at RMB, Charlie is responsible for comprehensive wealth management and the execution of goal-based planning strategies.
Barbara A. Black, Partner, Senior Wealth Manager
Education: BA in English, Georgetown University
Previous Experience: Maryland Capital Management, Client Service Associate , Advertising.com (AOL), Associate Account Manager