Grow with Us

Curi RMB Capital was founded with an ambitious vision to deliver a more holistic experience—for our clients and our employees. We are proud to have assembled a team of people with diverse backgrounds and capabilities who value working together to drive results. At Curi RMB Capital, we believe a true team is one where everyone feels they belong, their perspectives are heard, and they are part of an environment in which they can thrive. By supporting this type of team, we can make a difference for each other, for our clients, and for our community.

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A Wealth of Experience

Tenure

Number of employees who have been with RMB:

  • 5-9 years 33

  • 10-14 years 19

  • 15-19 years* 22

  • 20+ years* 12

Average tenure of all current employees:

8.08 years

Credentials

Number of employees who have earned:

  • Advanced degrees | 30

  • CERTIFIED FINANCIAL PLANNER™ certification | 32

  • Certified Investment Management Analyst® designation | 2

  • Certified Private Wealth Advisor® certification | 3

  • Certified Public Accountant license | 5

  • CFA® Charterholder designation | 23

As of 9/30/2023

*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.