Andy Zimmer
Director of Business Development
Joined Curi RMB Capital
March 2025
Education
Bachelor of Arts, Psychology, University of New Mexico
Accreditations
Affiliations
- Bond Club of Chicago, Former President
- Securities Industry and Financial Markets Association (SIFMA), Central States District, Former Executive Committee Member
Previous Experience
- Regal Securities, Inc., SVP, Head of Wealth Management
- Regal Advisory Services, Inc., Chief Executive Officer
- SAGE Private Wealth Group, Inc., Chief Operating Officer
Bio
Andy joined the Curi RMB Capital team in 2025 as the Director of Business Development. He is responsible for leading and managing business development and growth efforts for private wealth management and retirement plan solutions clients. Andy has over 25 years of experience in the financial services industry and is passionate about building and leading high-performance teams. Most recently, he served as the Head of Wealth Management for Regal Advisory Services and Regal Securities, an independent, SEC-registered RIA and broker dealer headquartered in Chicago’s northern suburbs. Prior to that role, he was the Chief Operating Officer for SAGE Private Wealth Group.
Andy holds a bachelor's degree in psychology from the University of New Mexico.