Wealth Management

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.

Tech and AI are Driving the Current Market Rally. What Does That Mean for Investors?

July 5, 2023

Byline Michele Francisco, Partner, Co-Managing Director of Wealth Management

Read on for more insights into the S&P 500 rally. We’ve just passed the mid-year post on 2023, and the S&P 500 is up approximately 16% on the year as of June 30 and approximately 20 percent over last year’s market lows.1 As of the end of June, the S&P reached its highest point since April 2022. This would indicate a bull market, yet investors should dig a bit deeper to get the full picture of the drivers behind the rally. 

Choosing an Executor

June 20, 2023

Byline Jason Largey, J.D., Wealth Strategist

One of the most basic decisions to make when creating a last will and testament is naming your executor and backup executor. The executor role, sometimes known as a personal representative, is a powerful position with responsibilities that can help calmly and peaceably navigate the estate settlement process or prompt strong emotions and even litigation.

Multigenerational family holding hands and walking

Planning Your Legacy

June 13, 2023

Byline Trevor Isham, CFP®, Partner, Senior Wealth Manager

Not many people are prepared to talk about the day they die, and even fewer are willing to consider the world beyond their lifespan. So, it’s not surprising that few of my clients or friends are excited when I broach the topic of legacy planning, also known as estate planning.  I empathize with the reluctance to engage in these conversations. My own personal motto when it comes to death is, “Not today!” And yet, there are only two sure things in life: taxes and death. (Ironically, legacy planning includes both!) 

Lori Godding, Wealth Management Associate

Education: Bachelor of Elective Studies Focus: Communications, St. Cloud State University

Previous Experience: Brick & Batten, Client Experience Associate , Fly My Group, Senior Group Air Specialist/Project Manager

Lori joined RMB in 2023 as a Client Service Administrator. She is in the Minneapolis office and supports the advisor team as well as RMB clientele.

Shelly Carter, Senior Client Service Administrator

Education: Associate of Applied Sciences, Brown Mackie College , Associate of Applied Sciences, Southwestern Michigan College

Previous Experience: Select Rehabilitation, Therapy Program Manager , Therapy Insights, Content Development Writer

Shelly is a Client Service Administrator at Curi RMB Capital. She supports the wealth management team by completing administrative and organizational duties, such as creating and maintaining client re

RMB’s Michele Francisco Featured at InvestmentNews Women Advisor Summit

May 19, 2023

Leaders from across the financial advisor industry gathered recently in Chicago for the InvestmentNews Women Advisor Summit. Michele Francisco, RMB partner and co-managing director of wealth management, was a featured panelist at the event.   Francisco joined a panel focused on modern approaches to attracting and retaining clients and employees. During the session, she discussed the importance of building a tailored approach to different client personas. 

Pre-Retirement Checklist

May 11, 2023

Byline Brian Klein, CFP®, Wealth Advisor

Our team at RMB has retired hundreds of times. No, not personally, but we have guided hundreds of clients into this stage of life. Each client has unique goals. Some move south full-time for the warmer climate, others pick up a new hobby, and almost all spend more time with loved ones. I personally aspire to travel abroad more and even spend a year living in a new city – I’m taking suggestions on this one (an idea prompted by a client!). 

Meet the Curi Capital Team: Spotlight on Cindy Pittman, Senior Research Analyst

April 27, 2023

At Curi Capital, it’s our mission to help clients build true wealth, however they define it. Our team brings the knowledge, experience, and passion to help clients meet their goals through a wide range of financial services and solutions—and we’d love for you to meet them. This month, we sat down with Cindy Pittman, Senior Research Analyst, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution of her career, and where she finds joy outside of work.

RMB’s Chris Faber Featured in Fortune Magazine

April 26, 2023

Chris Faber, senior vice president and portfolio manager, was recently featured in a Fortune Magazine article on the differences between alpha and beta investing and what investors should know about the two concepts.

Subscribe to Wealth Management