James Rosselle
Partner, Senior Retirement Plan Advisor
Joined Curi RMB Capital
August 2012
Education
BS in Geology, University of North Carolina
Accreditations
Affiliations
- National Association of Plan Advisors, Member
- American Society of Pension Professionals and Actuaries, Member
- Series 65 License with FINRA
Previous Experience
- Lincoln Trust Company, Retirement Plan Consultant
- ePlan Services, Relationship Manger
- Great-West Life & Annuity, 401(k) Compliance Analyst
Bio
James is the S.V.P. and Director of Retirement Plan Solutions for Curi RMB Capital. He is responsible for leading and managing the retirement plan consulting business at Curi RMB Capital.
James has more than 23 years of experience in the financial services industry and has a passion for helping employers identify the most appropriate solutions to help their employees have a successful retirement.
James earned his BS from the University of North Carolina and is a member of the National Association of Plan Advisors and the American Society of Pension Professionals & Actuaries.
He enjoys spending time outdoors with his wife and teenage daughters in his free time.