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RMB Capital

  • About
  • People
  • Culture
    • Community Involvement
  • Careers
    • Open Positions
    • Internship Program
  • News & Insights
    • Media Resources
  • Contact

Wealth Management

  • About
  • Offerings
    • Wealth Management
    • Corporate Executive Services
  • People
  • Black Diamond

Family Office Services

  • About
  • People
  • Addepar

Asset Management

  • About
  • Strategies
    • Equity
    • Fixed Income
    • Alternatives
    • RMB Funds
  • People
  • Commentaries

Retirement Plan Solutions

  • About
  • People
  • Fiduciary Briefcase

User account menu

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    • News
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    • Investing Insights
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Margo Sweany

Margo Sweany

Partner, Senior Wealth Advisor

Joined RMB

December 2009

Education

BS in Business Administration and Finance, University of Colorado Boulder

Accreditations

Affiliations
  • Advanced Beginner Group, Board Member
Previous Experience
  • Lincoln Trust Company, Transfer Agent
  • Merrill Lynch, Global Wealth Management Intern
News & Insights featuring Margo Sweany:
In the College Savings Race, 529 Plans Are Clearly a Step Ahead
RMB Capital Announces Seven New Partners for 2022

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