Jeffrey C. Pearsall
Senior Partner
Joined Curi RMB Capital
April 2005
Education
BA in English Literature, Colgate University
MBA, Kellogg School of Management at Northwestern University
Accreditations
Previous Experience
- UBS Financial Services, Vice President - Investments
- Chicago Corporation, Investment Advisor/Portfolio Manager
- Bausch & Lomb, Director of Sales & Marketing - Eyewear Division (Latin America & Caribbean)
- SC Johnson, Brand Manager
Bio
Jeff spent the first 12 years of his professional career in sales and brand management at SC Johnson and Bausch & Lomb. In 1993, he began his financial services career as a portfolio manager before moving to Paine Webber, and subsequently UBS Financial Services. In 2004, Jeff merged his business with Dick Burridge, Jr. and the team that went on to form RMB Capital the following year.
Jeff’s enthusiastic support for the transition to an independent platform was based on the belief that he would be able to deliver a deeper and more flexible array of services to his clientele. His responsibilities at Curi RMB Capital have included senior advisor, director of wealth management, and managing director of Family Office Services.
Jeff completed his undergraduate studies at Colgate University and his graduate work at the Kellogg School of Management at Northwestern University. He previously held the CERTIFIED FINANCIAL PLANNER™ and Certified Investment Management Analyst certifications. He is a former member of the Board of Directors for the Alliance for the Great Lakes, the Ethics Committee of the Investment & Wealth Institute® (formerly IMCA), the Investment Committee of Sacred Heart School in Chicago, and the Board of Directors for The Old Town School of Folk Music. Jeff enjoys sending time with his family, speaking Spanish, and all kinds of sports.