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 (15)

Position	Location	Asset Class
Chief Executive Officer	Chicago, US	PEREINFPDNR
Partner & Wealth Advisor		PEREINFPDNR
Vice president, Senior Wealth Advisor	Chicago, US	PEREINFPDNR
Partner & Senior Wealth Advisor	Raleigh, US	PEREINFPDNR
Partner & Senior Wealth Manager	Edina, US	PEREINFPDNR

Showing 5 of 15 known decision makers Curi RMB Capital

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