CHICAGO- January 28, 2020 –RMB Capital (“RMB”), an independent investment advisory firm with approximately $9.4 billion in assets under management¹ (estimated as of Dec. 31, 2019), announced that vice president and wealth advisor, Benjamin J. Bremen, CFP®, CPA, has relocated to the firm’s office in the Twin Cities. Bremen joined the Minnesota-based team, located at 3800 American Blvd. West, Suite 780 in Bloomington, Minn., in early January.
“We’ve been very busy serving a growing number of families since our Twin Cities office opened in early 2018, so we really needed another advisor on the ground here,” said Chris Bach, RMB senior vice president and wealth advisor in the firm’s Minneapolis office. “The combination of Ben’s advisory experience and institutional knowledge—given his tenure with RMB—enables him to hit the ground running. Plus, Ben and I established a strong relationship during the four years I was based in our Chicago office, so I’m personally excited to have him here, helping to mentor the other associates on our team.”
Bremen joined RMB in 2012, working at the firm’s Chicago headquarters until his recent relocation to Minneapolis. The primary catalyst for the move was the nearly 50% growth in AUM managed by the Minneapolis office since its opening. In addition to serving clients in Minnesota, the move also allows Bremen to have more convenient access to the clients he works with in his hometown of Des Moines, Iowa.
Prior to joining RMB, Bremen worked at CME Group. He is a CERTIFIED FINANCIAL PLANNERTM professional and a Certified Public Accountant. He also volunteers as a mentor for Imerman Angels, an organization that provides one-on-one support for individuals fighting cancer. He holds a bachelor’s degree in accounting and finance from the University of Iowa.
ABOUT RMB WEALTH MANAGEMENT
For high-net-worth individuals and families, RMB Wealth Management provides holistic financial planning services as well as asset allocation recommendations and investment implementation. Its goal is to pilot a personalized financial plan designed with each client’s best interests, unique needs, and long-term objectives in mind.
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; Oakbrook Terrace, Ill.; St. Joseph, Mich.; and Washington D.C. To learn more about RMB, visit rmbcapital.com.
¹ 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 12/31/19.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM 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.