WASHINGTON, D.C. –Jan. 26, 2017 – RMB Capital (“RMB”), an independent financial services firm with more than $6 billion in assets under management, announced that Anthony Cortina, CFP®, wealth advisor in the firm’s Washington, D.C. office, has been named vice president.
“Since we opened our Washington office in the spring of 2015, Tony has been instrumental in helping us make connections and building great client relationships along the eastern seaboard,” said Frederick Paulman, RMB Capital founding partner and president. “In addition to successfully managing our team in D.C., his dedication to providing outstanding client service and expanding the presence of RMB’s wealth management services in the region have been integral to the growth we’ve experienced in this region.”
With the support of his Washington-based team, wealth advisor Joshua Young, CFP®, and client associate Kyle Stevenson, Cortina has overseen a 62% increase in the number of clients served by this office since it opened two years ago. The team provides comprehensive financial planning services, as well as asset allocation recommendations and investment implementation, for high-net-worth individuals and families. In doing so, they subscribe to RMB’s over-arching investment philosophy, which is centered on several core ideas: taking a long-term view, conducting fundamental analysis, being opportunistic yet disciplined, and avoiding unnecessary risk.
Cortina originally joined RMB’s wealth management team in 2007 and has spent his entire career with the firm. Deeply committed to charitable work, Cortina is also an active member of the Community Foundation of Northern Virginia and a volunteer with Ronald McDonald House Charities of Greater Washington, D.C. He holds a bachelor’s degree in finance from Miami University in Oxford, Ohio.
ABOUT RMB CAPITAL
RMB Capital is an independent, diversified financial services firm. Its businesses include wealth management, asset management, and retirement plan consulting. RMB is headquartered in Chicago with offices in Denver, Jackson Hole, Wyo., Washington, D.C., and New York City, as well as several satellite locations. To learn more about RMB Capital, visit www.rmbcap.com.