With Purpose

We believe in investing in our people, as it’s imperative that we have professionals who are able to manage our investment portfolios, client relationships, and business operations proficiently—today and well into the future. A strong culture is paramount to attracting and retaining those individuals, and our culture is consistently cited by our employees as one of the things they enjoy most about working here.


Our Values

The foundation of our culture is a shared commitment to our values. Collectively, these values serve as a benchmark by which we measure prospective employees’ fit with our firm and current employees’ performance as individuals and team members.

  • Do the Right Thing

    We act with integrity and treat people with respect, earning trust through authenticity.

  • Invest in Relationships

    We have a people-first culture, committed to knowing, understanding, and caring about each other and those we serve.

  • Never Settle

    We have high standards, striving for excellence in all we do.

  • Leave No Stone Unturned

    We take a proactive, curious, and disciplined approach, always going the extra mile.

  • Get It Done

    We are accountable, creating solutions through deep understanding to achieve results that matter.

More Than a Job

We believe learning about each other as people and interacting in different ways strengthens working relationships. While our culture has been defined by the leaders of our firm, we empower employees to play a role in fostering it—whether at an individual level on a daily basis or through collaboration with other employees on one of our formally organized initiatives.

  • Conscious Leadership Group

    As a firm, we have embraced the philosophy of the Conscious Leadership Group, detailed in the book The 15 Commitments of Conscious Leadership. It has been helpful in establishing a common language and set of aspirational expectations around the idea of leadership at RMB. In addition to receiving a copy of the book, all employees are exposed to the concepts through blog posts on our intranet and optional discussion sessions. Employees in executive and management roles are also assigned to dedicated groups who participate in recurring workshops.

  • The Employee Trust

    To facilitate and address employee feedback, we have established The Employee Trust, which is a group of employees who represent a cross-section of the firm in terms of seniority, tenure, department, location, and gender. On an annual basis, in partnership with an outside vendor, The Employee Trust conducts a comprehensive, anonymous employee survey in an effort to gauge employees’ satisfaction with our culture, internal communications, training, and professional growth opportunities. Employees have consistently given us high marks on statements that relate to our culture—feeling at home here, proud to work here, committed to doing their best work here, and cared for as an employee of the firm.

  • Culture Club

    To create opportunities for employees to interact and have fun, we host and sponsor a variety of events and initiatives. These include monthly office happy hours, intramural sports leagues, volunteer outings, family picnics, and more. Our Culture Club generates ideas for the types of activities we’ll offer, including how to encourage participation and engagement.