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.
Lauren Saunders, Client Service Administrator
Education: BA in International Relations and French, Skidmore College.
Previous Experience: Broadridge Financial Solutions, Client Service Specialist , Brown & Riding Insurance Services, Strategic Client Relations Associate , Northwestern Mutual, Client Relations Coordinator
Lauren joined RMB Capital in 2023 as a Client Service Administrator. Lauren has worked in financial services for more than seven years, servicing clients with both their insurance and investment needs
Reece Piotter, Wealth Management Associate
Education: BBA in Finance, University of Wisconsin – Milwaukee
Affiliations: Milwaukee Area Sigma Chi Alumni Chapter, President
Previous Experience: Madison Investments – Associate Portfolio Manager & Credit Analyst. Reinhart Partners, Inc. – Fixed Income Associate
Reece joined Curi RMB Capital as a Wealth Management Associate in 2023. Reece is responsible for assisting the Wealth Advisors in establishing relationships with clients and is responsible for maintai
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.
RMB Managing Partner Don Bechter Featured on RIA Edge Podcast
March 23, 2023
RMB’s managing partner Don Bechter was recently a guest on the RIA Edge Podcast, sponsored by Wealth Management magazine. Hosted by longtime national financial journalist Mark Bruno, the episode featured a variety of topics related to how RIAs are growing in the current environment.
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
Meet the Curi Capital Team: Spotlight on Shannon Brown, Investment Operations Analyst
March 20, 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 Shannon Brown, Investment Operations Analyst, to discuss her transition to the Curi Capital team following the KDI acquisition, the evolution of her education and career, and where she finds joy outside of work.
March 20, 2023
RMB is here to help you navigate tax season with tips and support in response to some of our most frequently asked questions. Deadlines Tax Day is Tuesday, April 18. This is the deadline to file or request an extension, make 2022 IRA and HSA contributions, and make First Quarter 2023 estimated payments.
Impact of Recent Bank Failures
March 14, 2023
Introduction The closure of Silicon Valley Bank (SIVB) on Friday and Signature Bank (SBNY) over the weekend has rattled markets and created concern for investors. SIVB was the second biggest bank failure in history and the largest since the Great Financial Crisis. On Sunday evening, U.S. regulators announced that all deposits, FDIC insured or not, held in SIVB & SBNY accounts would be guaranteed.
RMB Named to Inaugural “RIA Edge 100” List
March 1, 2023
RMB has been honored by national industry media outlet WealthManagement.com by being named to its inaugural “RIA Edge 100” list. The list is “an attempt to identify those firms that are seeing the most success while continuing to provide high-quality, hands-on service to an expanding client base,” the publication wrote. The goal is to not just recognize rapid growth, but firms that are growing in the right ways.