Wealth Management

Meet the Curi Capital Team: Spotlight on Sheldon Fox, Senior Director, Family Office Services

February 2, 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 Sheldon Fox, Senior Director of Family Office Services, to discuss his transition to the Curi Capital team following the KDI acquisition, the evolution of his career, and where he finds joy outside of work.

RMB Names Five New Partners for 2023

January 26, 2023

RMB is proud to announce five new partners for 2023. The new partners are Peter Bach, CPA®; Amber Hickory; Ryan Kennedy, CFA®; Bob Marchese; and John O’Connor, CFA®. The firm now has 35 partners.  RMB’s founding partner, CEO and co-chief investment officer Dick Burridge said that the new partners, ranging in tenure from one year to seven years, are a critical link from the firm’s longtime leaders to its future.

Use Caution and Know The Tax Implications Before Purchasing an Annuity

January 9, 2023

For many investors approaching retirement, the promises offered by some annuity advertisements can sound alluring: claims of steady long-term income, easy return on investment and peace of mind from the markets.  But there are potential drawbacks as well, and RMB’s advisors recently noted that investors should be aware of the risks and tax implications before considering an annuity. 

Meet the Curi Capital Team: Spotlight on Beth Dalton, Chief Compliance Officer

November 3, 2022

This month, we sat down with Beth Dalton, Chief Compliance Officer, 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. 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.

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.

Is This a Good Time for a Roth IRA Conversion

October 28, 2022

Byline Michele Francisco, CFP® Partner, Co-Managing Director, Wealth Management

Is This a Good Time for a Roth IRA Conversion? Let’s be blunt: It’s never fun when the stock market drops. Investors may feel dismay and anxiety as they see gains they’ve earned retreat into a bear market. However, if you still have some time in the market before you retire, there might be one upside to all the recent volatility: the ability to save money while creating an opportunity for tax-free growth by converting your standard IRA or 401(k) into a Roth.

In the College Savings Race, 529 Plans Are Clearly a Step Ahead

October 28, 2022

Byline Margo Sweany, CFP® Partner, Senior Wealth Advisor

College costs continue to soar, and for many parents, the right way to fund their child’s college education remains front of mind. But are 529 plans—the most popular college savings investment vehicle—really the right choice? In many cases, the answer is yes, as the tax benefits of a 529 plan are extremely significant.

Employee Profile: Andrew Baker

October 28, 2022

Our employee profile series continues with Andy Baker, CFA, partner and portfolio manager in RMB’s Chicago office. We discuss his favorite hobbies, his connection to the city and how his work helps clients across the firm.  INVESTED: What are things you like to do for fun away from the office?

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

Brian Klein, V.P., Wealth Advisor

Education: BBA in Finance, University of Wisconsin-Whitewater

Affiliations: Waukesha County Estate Planning Council , CFP Board Mentor

Previous Experience: Wealth Enhancement Group/SVA Wealth Management, Financial Advisor , Gilbert & Cook, Inc., Relationship Manager , US Bank, Mutual Fund Compliance Admin.

Brian is a wealth advisor at Curi Capital. He brings his passion for financial planning and investment management to all the families he works with.

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