Curi RMB Capital

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Curi RMB Capital — overview

About

Curi RMB Capital is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. Its services include financial planning, portfolio management, tax & estate planning, legacy planning, investment management, business succession planning, and retirement planning. The services are offered to individuals, high-net-worth individuals, families, businesses, foundations, and endowments. On 1 January 2024, Curi Capital completed the acquisition of RMB Capital to form Curi RMB Capital.

Curi RMB Capital - known decision makers (113)

Position	Location	Asset Class
Senior Accountant, Finance Team	Chicago, US	PEREINFPDNR
Business Development Officer	Raleigh, US	PEREINFPDNR
Business Development Officer	Denver, US	PEREINFPDNR
Business Development Officer	Raleigh, US	PEREINFPDNR
Partner, Chief Compliance Officer and Chief Risk Officer	Chicago, US	PEREINFPDNR

Showing 5 of 113 known decision makers Curi RMB Capital

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