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

Market Commentary: A Series of Unfortunate Events

May 12, 2023

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Market Briefing: On the First Day of Christmas, My True Love Sent To Me... Inflation

December 20, 2022

Market Commentary: A Fork in the Road

December 15, 2022

Market Briefing: End of Year Earnings Trends

November 29, 2022

RMB Capital Wins InvestmentNews’ “Women To Watch” Ascension Award for Firmwide Representation of Women Leaders

November 22, 2022

Hortense Friedman Award Winner - Dick Burridge Sr.

Richard Burridge Sr. Presented Hortense Friedman Award for Excellence

November 22, 2022

Alchemy: An Overview of RMB's Proprietary Information Management Tool

November 22, 2022

An Overview of the Corporate Life Cycle

November 22, 2022

RMB Small and SMID Cap Portfolio Construction Process

November 22, 2022

RMB Small and SMID Cap Stock Selection Process

November 22, 2022

Alphacuity: An Overview of RMB's Proprietary Risk Analysis Tool

November 22, 2022

Market Commentary: De-FAANGed

November 17, 2022

RMB Capital Re-Opens Office in Chicago’s Western Suburbs

November 14, 2022

Joseph McDermott Joins RMB Capital as Chief Compliance Officer

November 10, 2022

Meet the Curi Capital Team: Spotlight on Beth Dalton, Chief Compliance Officer

November 3, 2022

Is This a Good Time for a Roth IRA Conversion

By Michele Francisco, CFP® Partner, Co-Managing Director, Wealth Management

October 28, 2022

Understanding the Basics of Long-Term Care Insurance

By Erica Tarantur, CFP®, CIMA® SVP, Wealth Advisor

October 28, 2022

Inflation

By Ryan Kennedy, CFA, SVP, Portfolio Manager

October 28, 2022

How We Analyze Companies for Relevant ESG Factors

By Tom Fanter, Partner, Director of Equities, Portfolio Manager

October 28, 2022