Experienced Advisory Professional to Focus on Client Development
CHICAGO- September 4, 2018 –RMB Capital (“RMB”), an independent investment and advisory firm with approximately $9.3 billion in assets under management (estimated as of June 30, 2018), recently announced that Gretchen T. McLaughlin is joining the firm’s Denver team as vice president and client development advisor.
McLaughlin brings 14 years of experience in wealth management, most recently from Wells Fargo Private Bank, where she served as vice president and wealth advisor for some of the firm’s largest clients in the Rocky Mountain region.
“Gretchen is an accomplished financial professional who we are thrilled to have on board,” said Don Bechter, partner and managing director for RMB’s western region. “Her deep understanding of investments, financial planning, and the nuances of providing high-caliber service to private clients will be a valuable asset to both our Wealth Management and Retirement Plan Solutions teams. We’re excited for her help in further expanding our business in Colorado and beyond.”
Prior to her tenure at Wells Fargo, McLaughlin served in a variety of wealth management and financial planning roles at UBS Private Wealth Management; Merrill Lynch, Pierce, Fenner & Smith; Morgan Stanley; and Guggenheim Partners. She holds a bachelor’s degree in history and Spanish from Middlebury College. She is a member of the Board of Directors at the Denver Athletic Club, an associate board member for ACE Scholarships, and an advisory board member for Breakthrough Kent Denver.
RMB Capital, which has had an office in Denver since 2011, recently moved to the firm’s new location in the city at 250 Fillmore St., Suite 600.
ABOUT RMB CAPITAL
RMB Capital is an independent investment and advisory firm. Its businesses include wealth management, family office services, asset management, and retirement plan consulting. Headquartered in Chicago, RMB also has offices in Denver; Jackson Hole, Wyo.; Lake Forest, Ill.; Milwaukee; Minneapolis; New York; Oakbrook Terrace, Ill.; and Washington D.C. To learn more about RMB, visit www.rmbcap.com.
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