CHICAGO- September 6, 2022 –RMB Capital (“RMB”), an independent investment advisory firm with more than $9.1 billion in assets under management1 (estimated as of June 30, 2022), announced that Jay Menton has joined the firm’s Lake Forest, Ill., office as senior wealth manager.
Menton will lead the wealth management team based in Lake Forest, which serves RMB clients across Chicago’s North Shore, as well as deliver comprehensive financial planning services to individual clients there.
“We’re very excited to have Jay on board to lead our Lake Forest team,” said Michele Francisco, RMB Capital’s chief of staff. “His wealth of experience, integrity and devotion to outstanding client service make him ideal for this new role.”
“I am thrilled to join the RMB team to help lead and support the North Shore office.” Menton said. “RMB's platform and culture are a perfect fit. The comprehensive nature of the service offering, the employee-owned culture, and the reach and breadth of our independent platform offer an exciting and differentiated opportunity in our market. I can't wait to get started.”
Menton has 22 years of experience in financial services, including banking, portfolio management and family office management. Prior to joining RMB, he served as director of wealth management for TriBridge Partners in Washington, D.C., and managing director for JAMCap Investment Management, LLC. Menton also is an entrepreneur and has served on multiple corporate boards. He holds an MBA from the University of Chicago’s Booth School of Business as well as a bachelor’s degree from Colgate University.
About RMB Capital
RMB Capital is an independent investment 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; St. Joseph, Mich.; and Washington D.C. To learn more about RMB, visit rmbcapital.com.
- Total assets under management (“AUM”) presented here differs from regulatory assets under management (“RAUM”) reported on RMB Capital’s Form ADV. AUM reflects net assets under management for private funds and mutual funds managed by RMB Capital, while RAUM reflects gross assets under management. AUM also includes RMB West’s assets under advisement, which are not included in RMB Capital’s RAUM. AUM estimated as of 6/30/22.
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