Curi RMB Capital Employee Directory

Financial ServicesIllinois, United States51-200 Employees

At Curi RMB Capital, our goal is to create value for our clients. Leveraging our team’s insight and expertise, we deliver financial advice and investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.

Wealth Advising | For individuals and families, our advisory and investment professionals work together to craft and deliver an integrated wealth plan that may include a combination of financial planning tactics, customized asset allocation recommendations, and investment solutions designed to manage risk, seize opportunity, and drive results.

Family Office Services | For multi-generational families with complex needs, we aim to strike each client’s optimal balance of control and freedom by delivering tailored solutions through a fully customizable selection of planning, investment, accounting, and reporting services.

Asset Management | For institutional investors, we specialize in long-term, active investing strategies that are united by a dedication to deep, fundamental research and a belief that actively managed portfolios offer the flexibility and agility to outperform over a market cycle.

Retirement Plan Solutions | For employers who sponsor retirement plans, we serve as a co-fiduciary with a focus on reducing cost and risk while seeking to optimize outcomes for all retirement plan stakeholders.

Important disclosures:
As a general policy, Curi RMB Capital does not respond to posts or inquiries made through any social media platform. You may contact Curi RMB Capital at info@rmbcap.com.

This is not an offer to buy or sell any investment products or Curi RMB Capital investment strategies. Before investing, you should carefully read our Form ADV Part 2A which discusses the firm, our operations, various investment strategies, applicable fees, conflicts of interest, and risks of investing.

For more information on Curi RMB Capital, please call 312.993.5800 or email us at info@rmbcap.com.

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Curi RMB Capital Global Highlights

North America
299

United States Of America
299

Africa
9

South Africa
9

Asia
2

India
2

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Curi RMB Capital's Leadership

D. P. E.
Chief Executive Officer
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R. M. B.
Chief Executive Officer/Chief Investment Officer
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J. M.
Chief Compliance Officer And Chief Risk Officer
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A. H.
Chief Marketing Officer
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R. L.
Vice President And Wealth Advisor
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M. H.
Head Of Consulting Relations - Portfolio Specialist
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T. H.
Partner, Manager, It, Business Intelligence
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F. P.
President
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Curi RMB Capital Employee Metrics

100%

50%

0%

2024

2023

Administrative
Analytics
Finance
Customer Success
Operations
Other
Marketing

Contact profiles from Curi RMB Capital

Name

Title

Contact Info

Location

Last Update

D. P. E.
Chief Executive Officer
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Sep 23, 2024
J. M.
Chief Compliance Officer And Chief Risk Officer
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Sep 10, 2024
T. H.
Partner, Manager, It, Business Intelligence
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Sep 24, 2024
F. P.
President
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Sep 18, 2024
A. H.
Chief Marketing Officer
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Sep 20, 2024
R. M.
Partner, Family Office Services
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Sep 18, 2024
J. P.
Partner, Deputy Director Of Equities, Portfolio Manager
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Sep 13, 2024
L. F.
Executive Leadership Team, Partner, Chief Administrative Officer
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Sep 18, 2024
A. G.
Partner, Director Of Advisory Services
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Oct 30, 2023
B. A.
Partner, Senior Wealth Manager
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Sep 19, 2024

Frequently Asked Questions

What is Curi RMB Capital known for?

Curi RMB Capital was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 115 S. LaSalle 34th floor Chicago, Illinois 60603 US; you can contact the main corporate office by phone at

+1-312-993-****

. Explore Curi RMB Capital's company overview page for more information.

What is Curi RMB Capital's most common email format?

Curi RMB Capital employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Curi RMB Capital email formats with LeadIQ.

How many employees does Curi RMB Capital have currently?

Curi RMB Capital has approximately 193 employees as of August 2024. These team members are located across 4 continents, including North AmericaAfricaAsia.

Who are Curi RMB Capital's key employees and leadership?

As of August 2024, Curi RMB Capital's key employees include:

Chief Executive Officer: D. P. E.
Chief Executive Officer/Chief Investment Officer: R. M. B.
Chief Compliance Officer And Chief Risk Officer: J. M.
Chief Marketing Officer: A. H.
Vice President And Wealth Advisor: R. L.

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