CHICAGO/Denver, Colo.–March 3, 2015 – Senior wealth manager Seth Davis, CFP® and senior wealth advisor Michele Francisco, CFP® have been promoted to partner within RMB Wealth Management, as announced by RMB Capital (“RMB”), an independent financial services firm with more than $4.3 billion in assets under management.
“Seth and Michele have both demonstrated great leadership and dedication over a number of years,” said Jeffrey Pearsall, principal and director of wealth management. “They each embody our values by cultivating strong relationships with their clients, providing sound financial planning advice based on years of experience, and supporting the next generation of leaders within our firm. We’re thrilled to recognize their achievements and commitment.”
Davis is based in the firm’s Denver office and joined RMB in 2011, after founding and running his own independent financial planning firm. He leads a team of wealth advisors and client associates, while also developing relationships and providing personalized planning and investment recommendations to clients. Davis is a graduate of Binghamton University, within the State University of New York system.
Francisco is a senior member of one of RMB’s Chicago-based wealth management teams. She was one of RMB’s original group of 19, most of whom had worked together for years immediately prior to forming RMB in 2005. She advises several of the firm’s ultra-high-net-worth, multi-generational clients and is RMB’s resident expert on complex financial planning issues, especially as it relates to estate planning. A graduate of George Washington University, Francisco is a member of the Chicago Council of Global Affairs.
ABOUT RMB WEALTH MANAGEMENT
The firm’s wealth management philosophy is rooted in a dedication to knowing its clients personally, so that RMB can thoroughly understand client goals, interests, concerns, and risk tolerances. RMB collaborates with clients’ other trusted advisors (estate attorneys, tax advisors, and corporate benefits managers), making certain the firm is completely aware of all aspects of clients’ finances. By taking each client’s entire situation into consideration, RMB is able to create a customized and comprehensive wealth management plan, including asset allocation and investment recommendations based on a client’s individual goals for wealth preservation and growth.
ABOUT RMB CAPITAL
RMB Capital is an independent investment advisory firm that provides affluent individuals and institutional clients with a high standard of care and is dedicated to serving their best interests. RMB operates in four distinct business units: wealth management, asset management, alternative investments, and retirement plan consulting. RMB is headquartered in Chicago with offices in Denver, Jackson Hole, Wyo., and Washington, D.C. To learn more about RMB Capital, visit www.rmbcap.com.
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.
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