Charlie Brey

Partner, Senior Wealth Manager

Joined Curi RMB Capital

June 2014


BA in Economics, Lake Forest College


  • Greenhouse Scholars, Mentor

Charlie joined RMB in 2014. As a wealth advisor at RMB, Charlie is responsible for comprehensive wealth management and the execution of goal-based planning strategies.

Charlie earned his BA in economics from Lake Forest College and has earned the CERTIFIED FINANCIAL PLANNER™ certification.

Outside of work, Charlie enjoys spending time with his wife and three kids and playing golf.  




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