Wealth Management

December 15, 2021

Byline Tom Fanter, S.V.P, Partner, Andy Baker, CFA, Partner, and Chris Graff, CFA, Partner

As with any industry, the investment management industry has its abiding truths. One is that investors constantly seek new ways to generate superior performance; another is that portfolio managers will latch on to any narrative if they believe it will help them raise assets. As it pertains to ESG, it seems we have hit an inflection point at which ESG is no longer just something that people talk about but rather is now becoming a source of competitive advantage and may soon be a requirement to survive.

Understanding the Dynamics of The Municipal Bond Market

December 15, 2021

Byline Jonathan G. Rigano, CFA, S.V.P., Portfolio Manager, and Jeffrey L. Bryden, CFA, S.V.P., Portfolio Manager

The municipal bond market serves a great purpose, as these securities are critical to building and maintaining the infrastructure of our nation. Two-thirds of infrastructure projects in the U.S. are financed by municipal bonds. In the U.S., there are over 80,000 state and local governments, about 50,000 of which have issued municipal securities. There are approximately one million different issues outstanding, totaling $3.9 trillion.

Retirement Plans for Small Businesses

December 15, 2021

Byline James Rosselle, CPFA, QPA, QKA, S.V.P., Director of Retirement Plan Solutions

As a small business owner, you may want to offer your employees (and yourself) a vehicle for retirement savings but don’t know where to start. You may have heard that retirement plans are too expensive for small businesses; perhaps you don’t have the HR team you feel is necessary to handle it, and if you do start one, you worry that you will be a small fish in a big sea. These are common concerns shared by many small business owners. 

Employee Profile: Dan Matola

December 15, 2021

Byline Olivia Thoelke, Marketing Associate

Our Employee Profile series continues with this installment, featuring Dan Matola, CFA, Partner and Senior Relationship Manager of Family Office Services (FOS) in our Milwaukee office. We met for a virtual interview to talk about his personal story, including being a Milwaukee native and longtime sports fan, his twenty-year career in client relationship management, and how building trust and problem-solving are key components of his role. 

Group of people looking at a laptop while sitting on a couch

‘Tis the Season for Giving: Five Ways to Make the Most of Your Annual Financial Donations

December 9, 2021

Byline Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

November and December are popular months for many individuals to express gratitude and community support through philanthropic donations. While the holiday season is often marked by generosity and unity, it is also advantageous for financial gift-giving from a practical perspective. During these months, donors have a comprehensive view of their financial health throughout the year and can make financial decisions that benefit both the recipient and the benefactor through philanthropic contributions and subsequent tax deductions.

Meet the Curi Capital Team: Spotlight on Margaret Hart, Associate Advisor

November 29, 2021

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. Each month, we will engage a different member of the Curi Capital team to learn more about their experiences, their insights, and their perspectives, while providing an opportunity for you to get to know them on a more personal level.

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

Meet the Curi Capital Team: Spotlight on Caleb Sanderson, Retirement Plan Solutions

September 23, 2021

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.

Meet the Curi Capital Team: Spotlight on Duncan Gibson, Private Wealth

August 5, 2021

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