Brian Phillips
Wealth Management Associate
Joined Curi RMB Capital
June 2021
Education
BS in Finance, Illinois State University
Accreditations
Previous Experience
- RMB Capital Management, Wealth Management Intern
- Busey Wealth Management, Wealth Management Intern
- Morton Private Wealth Strategies, Financial Advisor Intern
Bio
Brian interned with RMB in 2019 and 2020. He joined the firm full-time in 2021. Brian is responsible for supporting advisors and their respective clients on the western suburban team.
Brian earned his BS in Finance and Financial Planning from Illinois State University and has earned the CERTIFIED FINANCIAL PLANNER™ certification.
Outside of work, he enjoys basketball, running, guitar and time with family.