News & Insights

This collection of news and insights from Curi RMB Capital provides examples of the in-depth research and analysis, industry knowledge, and fundamental principles underlying what we do for our clients.

Awards and Recognition

2024 INVESTED Magazine

RMB Names Five New Partners for 2023

January 26, 2023

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Essential Discussions for Couples Before Marriage

By Loren Knaster, CFA®, CFP®, Partner, Senior Wealth Manager

June 24, 2024

Image of power lines with a sunset in the background

Market Commentary: Power Play

June 18, 2024

Two Curi RMB Capital Advisors Spotlighted at InvestmentNews Women Advisor Summit

June 11, 2024

Physician reviewing content with a financial advisor

Taking a Niche Approach to Wealth Management

By Dimitri P. Eliopoulos, CFP®, CPWA®, Partner, Chief Executive Officer

June 7, 2024

Dollars and Purpose: What does your money say about who you are?

By Trevor Isham CFP®, Partner, Senior Wealth Manager

May 16, 2024

Two hands pulling a rope in opposite directions

Market Commentary: Policy Tug of War

May 15, 2024

Three generations of women standing together

The Great Wealth Transfer: IRA Management for Today and Tomorrow

By Olive Mitchell, CFP®, Wealth Advisor

May 13, 2024

Multigenerational family at a dinner table outside a house, with a grandfather and two grandchildren on his lap at the center

Legacy Planning 2.0: Modern Solutions for Transferring Wealth Across Generations

By Charlie Brey, CFP®, Partner, Senior Wealth Manager

May 1, 2024

Older woman with pink blouse sitting on couch looking at laptop

Navigating the Financial Gray in Divorce: 10 Common Considerations

By Frances Cronlund, CIMA®, CExP™, CTFA, CFP®, S.V.P., Senior Wealth Advisor

April 24, 2024

A dart board with a dart in the center of the bull's eye

Market Commentary: A New Bull’s Eye

April 22, 2024

Reseracher wearing a mask and goggles with test tubes, droppers, and other lab equipment.

From Treatment to Investment: Considering Opportunities Surrounding the GLP-1 Biopharmaceutical Revolution

By Trevor Isham, CFP®, Partner, Senior Wealth Manager and Jeff Jones, CFA®, CPA, Partner, Portfolio Manager

March 21, 2024

Meet Curi RMB Capital: Hannah Arthur

March 20, 2024

Piggy bank with three hands putting coins in

Keeping It in the Family: Intrafamily Loans

By Christopher J. Bach, CFA®, CFP®, Partner, Senior Wealth Manager

March 19, 2024

Hand holding compass with a city landscape behind

Market Commentary: Navigating the Bull

March 13, 2024

Curi RMB Capital Named “Best Place to Work” by Denver Business Journal

March 4, 2024

Wealth Advisor Olive Mitchell Joins Washington, D.C. Office

February 28, 2024

Senior Wealth Advisor Christa Madison Joins Oakbrook Terrace Office

February 28, 2024

Grey backround with white text saying Congratulations to our newest partners Curi RMB Capital

Curi RMB Capital Names New Partners for 2024

February 21, 2024