RMB Capital Management

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RMB In The News

Press Information

We are happy to provide information and news from RMB. You can download our fact sheet for a thorough overview of our company, peruse our most recent press releases, or find our contact information to reach out to us directly for any specific inquiries.

JB Investment Management Team Joins RMB Capital

  • October 2, 2018

“With interest rates on the rise, fixed income investments are becoming more relevant than they’ve been in recent years, so it’s a good time for us to be expanding our fixed income capabilities,” said Richard M. Burridge, Jr., founding partner, CEO and co-chief investment officer of RMB Capital. “We’ve known Jeff and his team for a long time, and we share high standards for client service and investment selection.”

RMB Capital Ranked Among Barron’s Top 40 Independent Advisory Firms

  • September 19, 2018

“Barron’s is at the forefront of examining the evolving landscape of the advisory industry, so we truly value their analysis and opinions,” said Richard M. Burridge, RMB Capital founding partner, CEO, and co-chief investment officer. “We remain focused on building a firm with the strength and ability to serve clients well—throughout market cycles—for many years to come. And we believe our ongoing investments in people, and the services and solutions we work together to provide, are what will help us realize that vision.”

Experienced Chicago Wealth Management Team Joins RMB Capital

  • September 10, 2018

“We couldn’t be more excited about bringing this experienced, close-knit team on board,” said Julie Vander Weele, partner and managing director of wealth management at RMB. “They share our philosophy of putting clients first and delivering personalized financial plans that are integrated with sophisticated investment solutions.”

Gretchen McLaughlin Joins RMB Capital in Denver

  • September 4, 2018

“Gretchen is an accomplished financial professional who we are thrilled to have on board,” said Don Bechter, partner and managing director for RMB’s western region. “Her deep understanding of investments, financial planning, and the nuances of providing high-caliber service to private clients will be a valuable asset to both our Wealth Management and Retirement Plan Solutions teams. We’re excited for her help in further expanding our business in Colorado and beyond.”

RMB Capital Names Five New Partners

  • July 24, 2018

“We have built RMB Capital to remain independent and our investments in our people and infrastructure reflect that,” Dick Burridge said. “Our partnership is a great example—we’ve added new partners each year since 2011. It’s rewarding for those individuals and a testament to the level of trust we have in each other. Importantly, though, it’s meaningful for clients because it demonstrates that we are preparing our next generation of leaders to run the business for many years to come.”

RMB Capital Recognized Among Financial Times 300 Top Registered Investment Advisers

  • June 28, 2018

“We view recognition like this as a testament to our hard work, which focuses on adding value for our clients in a variety of ways—through our investment solutions, advisory capabilities, and service-centric approach,” said Richard M. Burridge, RMB’s founding partner, CEO and co-chief investment officer. “We are continually reinvesting in our business, not only because we believe it’s imperative to our long-term sustainability as an independent firm, but also to stay competitive in today’s environment. So, kudos from a respected publication like the Financial Times means a lot to us.”

RMB Capital Files Proxy Solicitation Against Faith, Inc.

  • June 26, 2018

The proxy solicitation encourages Faith shareholders to vote for RMB's proposed nomination of Masakazu Hosomizu, partner and portfolio manager of RMB’s Japan equity strategies, as an outside director in order to provide oversight of Faith’s executive team from the perspective of minority shareholders, and to further the company’s corporate governance practices.

RMB Capital Proposes New Director for Faith

  • June 12, 2018

As part of its ongoing activism surrounding corporate governance in Japan, RMB proposed that Masa Hosomizu, partner and portfolio manager, serve as an external director to Japanese company Faith Inc. The proposal’s aim is to protect shareholders’ interests, further Faith’s adoption of Japan’s corporate governance code, and ultimately improve Faith’s corporate value.

RMB Capital Profiled in Crain’s Chicago Business

  • June 4, 2018

Founding partner and CEO Richard M. Burridge, Jr., was interviewed and photographed for a feature article in Crain’s Chicago Business. In the article, Burridge discussed the trend of consolidation in the investment advisory industry, RMB’s recent growth, plans for geographic expansion, and our history and capabilities. (Subscription may be required to view full article.)

RMB Capital Names Chris Graff Co-CIO

  • April 17, 2018

“Bringing Chris into this role has been a long time coming, as he’s been my co-pilot through almost two full market cycles,” said Richard M. Burridge, Jr., founding partner, CEO, and co-CIO. “I’ve never been more excited about the wide range of strategies we’re able to offer our clients. The growth of our investment platform has made the role of CIO a two-person job, especially since we have many more ideas to execute on behalf of our wide range of investors.”

RMB Capital Opens New Office in Twin Cities, Promotes Chris Bach to VP

  • March 01, 2018

“In a market like Minneapolis-St. Paul, we believe we stand out as an independent firm that blends expertise in financial planning with sophisticated, customized investment solutions. Combining this with Chris’s passion, dedication, and connection to the community should continue to open many doors for us here,” said Dimitri Eliopoulos, RMB partner and managing director.

Richard Burridge Featured in Fidelity’s “Transform for the Future” Campaign

  • Feruary 20, 2018

In a short video as part of Fidelity Clearing & Custody Solutions’ “Transform for the Future” campaign, Dick Burridge discusses the decision to found RMB as an independent firm. The video captures Dick’s heartfelt emotion as he reflects on how his team’s dedication to clients motivated him and founding partner Fred Paulman to make the leap—and how Fidelity played an important role in the process.

RMB Asset Management Launches New Global Strategy

  • Feruary 08, 2018

“The timing of this launch is deliberate. The rest of the world has been much slower to recover from the financial crisis than the U.S., but we’re now seeing a synchronized uptick in global growth,” said Richard M. Burridge, Jr., founding partner, CEO, and chief investment officer of RMB Capital. “We are confident that the Mendon team’s deep financial sector expertise and rigorous investment process will lead them to uncover attractive opportunities internationally.”

Richard Burridge Featured in Denver Post

  • January 11, 2018

Richard M. Burridge—RMB’s founding partner, CEO, and chief investment officer—was featured in a recent Denver Post article, summarizing his view on current economic conditions as presented at a market outlook event in Denver.

Richard Burridge Interviewed on Money Life Podcast

  • December 11, 2017

Richard M. Burridge—founding partner, CEO, and chief investment officer—was recently interviewed on Money Life with Chuck Jaffe, where he discussed the current state of the U.S. consumer and economy and the rising case for international investment opportunities.

Jacobus Wealth Management to Join RMB Capital

  • October 26, 2017

“JWM is well-known in Milwaukee, where the team has established a reputation for the quality of service they provide to their clients,” said Richard M. Burridge, Jr., RMB founding partner, CEO and chief investment officer. “My longtime colleague and RMB partner Jeff Pearsall has known senior executives from JWM for more than a decade, and it’s a great fit from a philosophical and cultural perspective. We are excited to work together. JWM also brings deep expertise in family office services, which is invaluable as we continue to develop that practice at RMB.”

Dimitri Eliopoulos Meets with Prime Minister of Greece

  • October 15, 2017

Dimitri Eliopoulos, partner and managing director of RMB’s Central Midwest region, was part of a group of Chicago business and civic leaders who met with Greek Prime Minister Alexis Tsipras during his recent visit to the city to discuss the country’s economic reforms and their importance to foreign investors.

Masa Hosomizu Quoted in The Wall Street Journal

  • October 2, 2017

In an article about the recent rally in Japanese equities, RMB senior vice president and portfolio manager Masa Hosomizu noted that investors are watching for follow-through on the country’s corporate governance reforms, which could affect the momentum of the Japanese market. (Subscription required to view full article.)

RMB Capital Ranked Among Barron’s Top 30 Independent Advisory Firms

  • September 22, 2017

“We regard Barron’s as an influential thought leader and change agent in the financial advisory industry, so being recognized by this reputable publication is meaningful to us,” said Richard M. Burridge, RMB Capital founding partner, CEO, and chief investment officer. “I’m very proud of our team and their genuine dedication to serving our clients well. All of our employees—and our clients—can feel good about the work we’re doing.”

RMB Capital Promotes Andrew Baker to Partner

  • August 2, 2017

“Andy has been instrumental in shaping our overall investment policy as a firm,” said Richard M. Burridge, RMB Capital founding partner, CEO and chief investment officer. “His leadership in asset allocation, manager selection, and portfolio management has made the expansion of our investment platform possible. In many ways, he has been the face of our firm to our outside investment partners.”

RMB Capital Among FT 300 Top Registered Investment Advisers

  • June 22, 2017

“We appreciate being recognized by a prestigious publication like the Financial Times, as it stems from the investments we make in our employees and our operational infrastructure – including risk management and technology,” said Richard M. Burridge, RMB’s founding partner, CEO and chief investment officer.

IronBridge Capital Management Team Joins RMB Capital

  • June 13, 2017

“We’ve continually focused on building a robust and sophisticated investment platform at RMB,” said Richard M. Burridge, Jr., RMB Capital founding partner, CEO and chief investment officer. “The IronBridge team has a long history of managing assets for institutional investors, and their combined expertise will be a meaningful addition to our asset management group.”

VennWell, LLC Joins RMB Capital

  • May 31, 2017

“Colleen and her team are a great strategic and cultural fit with RMB in a number of ways,” said Richard M. Burridge, Jr., RMB Capital founding partner, CEO and chief investment officer. “We share an investment philosophy focused on driving long-term, risk-adjusted growth, and their dedication to high-quality client service aligns with our approach and values. We’re thrilled to have them on board.”

Egor Rybakov Quoted in Barron's

  • April 16, 2017

Senior vice president and portfolio manager of international equities Egor Rybakov was quoted in a recent Barron's article, sharing his perspective about a European industrial sector stock. (Barron's subscription required to view full article).

RMB Capital Promotes Dimitri P. Eliopoulos to Managing Director of Central Midwest

  • March 7, 2017

“Our client-centric approach has always come very naturally for Dimitri,” said Richard M. Burridge, Jr., CEO and chief investment officer. “With his work ethic, technical expertise, integrity, and approachability, he sets an excellent example for our up-and-coming advisors. I have great confidence in his judgment and leadership skills, and I’m excited about the impact he’s going to have in his new role.”

Shareholder Vote Confirms RMB Capital as Investment Adviser for RMB Funds

  • September 29, 2016

“We are honored that the shareholders have entrusted RMB with the long-term stewardship of their capital as the Funds’ investment adviser,” said Walter Clark, chief operating officer. “We believe our people, investment approach, infrastructure and operational support make us well-suited for this important task.”

RMB Capital Ranked in Barron’s Top 20 Independent Advisory Firms

  • August 31, 2016

“We’re thrilled that Barron’s is responding to changing dynamics in the financial advice industry by introducing a firm ranking,” said Dick Burridge, CEO and chief investment officer. “While my founding partner Fred Paulman and I were honored to be included on Barron’s Top 100 Independent Advisor ranking for the past seven years, we both feel that being recognized as a firm is a more accurate representation of our business and our people. We truly are one big team.”

Richard M. Burridge, Jr. Featured on MoneyLife Radio with Chuck Jaffe

  • May 24, 2016

Richard M. Burridge, Jr., RMB Capital founding partner, CEO and chief investment officer, was recently featured on MoneyLife Radio, hosted by national investing columnist Chuck Jaffe. During the show’s “Big Interview” segment, Burridge discussed valuations across asset classes, the global fixed income environment, and the investment team’s response to market volatility.

Richard M. Burridge, Jr. Featured in Barron's Q&A

  • April 12, 2016

In an interview with Barron’s, RMB Capital founding partner, CEO and chief investment officer Richard Burridge, Jr., discusses the firm’s outlook for the U.S. stock market, and offers his views on the strength of the U.S. consumer, consolidation in the financial industry, and opportunity in the energy sector. (Barron's subscription required to view full article.)

Masa Hosomizu Quoted in The Wall Street Journal

  • April 8, 2016

In an article about the push for greater corporate governance in Japan, RMB vice president and portfolio manager Masa Hosomizu highlights his view that Japanese companies should move more quickly to appoint outside directors. (Subscription required to view full article).

RMB Capital Featured on MoneyLife Radio with Chuck Jaffe

  • August 13, 2015

Richard M. Burridge, Jr., RMB Capital founding partner, CEO and chief investment officer, was featured on MoneyLife Radio, hosted by national investing columnist Chuck Jaffe. Burridge discussed long-term investing, equities market valuation, and investment opportunities in Japan during the show's "Big Interview" segment.

Denver Post Features RMB Capital Market Outlook Presentation

  • June 09, 2015

Founding partner, CEO and chief investment officer Richard M. Burridge, Jr., is quoted from RMB's Denver-area presentation to clients about taking caution in this phase of the bull market, as well as the importance of scaling back risk and maintaining balance in an investment portfolio.

RMB Capital Celebrates 10th Anniversary

  • April 01, 2015

Founded by Dick Burridge and Fred Paulman, RMB Capital celebrates 10 years of providing investment and advisory services while remaining focused on building a strong, sustainable business.

RMB Capital Expands Asset Management Team, Krista Rivers, CFP® joins RMB Asset Management as Director of Institutional Client Services

  • December 10, 2014

In her new role, Rivers leads RMB Asset Management’s institutional business development and client relationship efforts, raising awareness of the firm’s investment strategies within the institutional community and developing and managing relationships with clients such as foundations, endowments, corporate pension plans, and family offices.

RMB Capital Announces Sponsorship of Glass Half Full, a Greenhouse Scholars Event on Saturday, Sept. 6

  • August 29, 2014

A block party held in Hinsdale supports exceptional students from Illinois who are leaders in their communities. The annual fundraiser, Glass Half Full, brings together guests, food, and music—all in support of lasting community change. RMB Capital, an independent investment advisory firm with a commitment to philanthropy, is the lead sponsor of the Sept. 6 event.

RMB Earns Industry Accolades

  • SEPT 28, 2012

The co-founders of RMB Capital, an independent investment advisory firm dedicated to serving the best interests of both individual and institutional clients, rank among the “Top 100 Independent Wealth Advisors” for the fourth consecutive year by Barron’s, a leading financial publication.