A Wealth of Experience
Number of employees who have been with RMB:
5-9 years 32
10-14 years 20
15-19 years* 21
20+ years* 10
Average tenure of all current employees:
Number of employees who have earned:
Advanced degrees | 32
CERTIFIED FINANCIAL PLANNER™ certification | 30
Certified Investment Management Analyst® designation | 2
Certified Private Wealth Advisor® certification | 1
Certified Public Accountant license | 5
Chartered Financial Analyst® designation | 24
As of 12/31/2022
*Includes time spent working with the team at a prior organization that spun out to found RMB.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA” and “Certified Private Wealth Advisor.” Use of CPWA and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
Investment Management Consultants Association (IMCA®) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst®.” Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for investment management consultants.
The RMB Way
At RMB, we believe our greatest strength will always be our people. We defined the pillars of “The RMB Way” to establish a guiding framework as we strive to attract, train, develop, and retain the best people in the industry.
Foster a Culture of Service
Reinforce a way of working that puts others—clients and peers—first.
Focus on the Big Picture
Instill an “ownership mentality” that encourages holistic, long-term thinking about RMB people and the business.
Be Values Driven
Inspire our people to live our values every day—and hold each other accountable to them.
Maintain an emphasis on developing people in order to drive sustained performance and industry leadership.