Robert Marchese

Joined Curi RMB Capital

September 2017

Education

BS in Business Administration, Indiana University
MBA in Finance, DePaul University

Accreditations

Affiliations

• CFA Institute, Member
• CFA Society Chicago, Member
• Investments & Wealth Institute®, Member

Previous Experience

• Far Horizons Capital, LLC, Investment Manager
• Capital Resource Management, Inc., Investment and Manager Research Consultant
• Trustmark Companies, Assistant Vice President – New Growth Ventures
• First Analysis Securities Corporation, Senior Associate – Investment Banking Group
• American Express Tax & Business Services, Consultant – Corporate Finance Group

Bio

Bob joined Curi RMB Capital in 2017, bringing over 20 years of experience in family office and private wealth, investment management, and corporate finance. Most recently, Bob was part of the team that launched Far Horizons Capital, a single-family office, where he created a custom service offering, managed public and private investment plans and led all operational aspects of the office. Earlier in his career, he served in various executive investment positions with First Analysis Securities Corp., Trustmark Companies, and Capital Resource Management.

At Curi RMB Capital, Bob is responsible for administering investment advisory services to family office clients. These responsibilities include developing investment strategy and implementation, performing due diligence, and coordinating overall family investment plans. He also serves on the firm's Real Estate and Private Equity investment sub-committee. Bob was invited to become a partner of the firm in 2022.

Bob earned his Bachelor’s degree in Business Administration from Indiana University and his MBA in Finance from DePaul University. He is also a member of the CFA Institute, CFA Society Chicago and Investments & Wealth Institute®. In his free time, Bob enjoys playing platform tennis, spending time with family and attending his son’s Lacrosse games.