Wealth, in service of a life well built.
At Curi Capital, we believe a financial plan should answer to your life, not the other way around. For more than twenty years, we’ve helped individuals, families, and institutions build wealth with intention and clarity.
Most wealth management starts with the money. We start with you.
What you’re building, who you’re building it for, and what you want the next chapter to look like. The plan follows from there. That conviction is what holds this firm together, through twenty years, a merger, and a national expansion. The structure has evolved. The belief hasn’t.
Founded 2005.
RMB Capital, Chicago. Built on a belief that clients deserved independent, thoughtful advice.
Merged 2024.
RMB Capital and Curi Capital came together to expand capabilities and national reach.
Today.
Individuals, families, institutions, and employers across the country. One firm, one roof, one coordinated plan.
We work with individuals, families, institutions, and employers across the country. The common thread isn’t their financial bottom line. It’s people who want their wealth to mean something, and a team thoughtful enough to help them get there.
A different kind of firm, by design.
Our job is to do right by you.
As a fiduciary advisor, we’re legally bound to put your interests first. Your plan is built around what’s right for you, not around what’s easier or more profitable for us.
Your investment team is in the building.
Our investment professionals manage proprietary strategies in-house. Your portfolio is shaped by people you can talk to. When markets move or your life changes, our planning and investment teams are here and ready to respond.
Planning and investing, working as one.
Your advisor and your investment team sit together, think together, and build your plan together, so nothing falls between the cracks.
Two decades of independent advice.
Dick Burridge and Fred Paulman took a leap of faith and launched RMB Capital in 2005. Hear about the memories and milestones that have shaped the firm over the last two decades.
Whatever you’re building, we’re built to help.
Wealth Management
We bring financial planning and investment management together under one roof, building a strategy around your goals and the life you’re working toward. Every decision we make is situated in the context of your full financial picture.
Family Office Services
We work with families navigating the complexities of significant, multi-generational wealth. From preserving what you’ve built to transferring it thoughtfully to the next generation, we provide the sophisticated guidance that your family’s future deserves.
Wealth Builder
For individuals and families whose planning needs don’t require the full depth of traditional wealth management, we offer advisor support and planning tools scaled to fit their lifestyle and designed to evolve across different life stages.
Retirement Plan Solutions
We bring fiduciary guidance and a team-based approach to building retirement plans that actually work for the people they’re meant to serve. From plan design to ongoing management, we help employers prepare for today so that their employees can prepare for tomorrow.
Investment Management
Our investment team manages portfolios with conviction, conducting proprietary research and taking an active, hands-on approach. The investment professionals making those decisions are the same ones working hand-in-hand with your advising team.
The team guiding the firm.
“We’re fortunate to work in an industry where trust, perspective, and long-term thinking can make a meaningful difference in people’s lives. That responsibility continues to shape our culture and our commitment to clients.”
Chief Executive Officer
Donald A. Bechter, CFA®
President
Jeffrey Burney
Chief Client Officer
Richard M. Burridge
Executive Chairman
Christopher M. Graff, CFA®
Chief Operating Officer
Maher Harb
Chief Financial Officer
Amber Hickory
Chief Strategy Officer
Let’s start with a conversation.
Whether you’re mapping out the next chapter or just want to know what working with us looks like, we’d be glad to talk. No pitch, no pressure.
Estimated AUA and all other information as of 3/31/2026.
¹ Total assets under advisement (“AUA”) presented here differs from regulatory assets under management (“RAUM”) reported on Curi Capital’s Form ADV. AUA reflects net assets under management for private funds, retirement plan services, and mutual funds managed by Curi Capital, while RAUM reflects gross assets under management.
² Client Revenue Retention is measured as of 12/31/2025 and represents the average Annual Client Revenue Retention rate over the prior five years. Annual Client Revenue Retention is calculated as: (Prior Calendar Year Total Revenue – Annual Client Revenue Lost) ÷ Prior Calendar Year Total Revenue.
³ Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.
All information presented is subject to change at any time and is provided only as of the date indicated.