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

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 portfolio management, investment analysis, and corporate finance. Most recently, Bob was part of the team that launched Far Horizons Capital, a single-family office, where he managed public and private investments across various asset classes/strategies 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. Those responsibilities primarily include developing investment policy, creating custom allocations, performing due diligence, and monitoring portfolios.

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 and CFA Society of Chicago. He previously served on the Advisory Committee for a U.S. Private Real Estate Fund. Robert and his wife Aldona have two boys, Gus and Luca, and reside in Lake Forest, Ill.