CHICAGO- February 9, 2021 –RMB Capital (“RMB”), an independent investment advisory firm with approximately $9.7 billion in assets under management1 (estimated as of Dec. 31, 2020), announced that it has named Thomas Fanter, Laura Flentye, and Dan Matola, CFA, as new partners. The firm now has 26 partners.
RMB founding partner, CEO and co-chief investment officer Dick Burridge said that RMB’s partnership model paves the way for the firm’s future leadership, and helps to cement the firm’s long-term independence.
“We rely on our partners to provide insightful perspectives, offer consistent leadership, and serve as role models for the rest of our employees,” said Burridge. “Coincidentally, Tom, Laura, and Dan each joined us about four years ago. It is a testament to their work ethic and the meaningful contributions they have made to the firm over that time that they were invited to join our team of partners in 2021.”
Fanter joined RMB Capital in 2017, when the IronBridge Capital Management team combined with RMB Asset Management. In addition to his role as director of research and team leader of the RMB Research Core, he is a senior equity analyst in the information technology and communications services sectors. Fanter is also a member of the firm’s investment committee. He holds a bachelor’s degree in industrial engineering and management sciences as well as an MBA in finance, accounting, and decision sciences, both from Northwestern University.
Flentye is RMB’s chief administrative officer, responsible for overseeing business operations, and she joined the firm in 2017. She has more than 20 years of experience in the investment management industry and is a member of the firm’s executive committee. Prior to joining RMB, she was the chief operating officer and chief compliance officer at Cupps Capital Management. She holds a bachelor’s degree in English and psychology from Boston College.
Based in the firm’s Milwaukee office, Matola joined RMB Capital in 2017 when Jacobus Wealth Management combined with RMB. As a senior relationship manager in family office services, he is responsible for client relationship management including involvement in both the strategic financial planning and investment advisory aspects of complex family situations. He holds a bachelor’s degree in Business Administration from the University of Wisconsin – Whitewater and participated in the university’s Applied Investments Program. Matola is also Chartered Financial Analyst® and a member of the CFA Society of Milwaukee.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
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; New York; St. Joseph, Mich.; and Washington D.C.
1Total 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 12/31/20.
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