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Curi RMB Capital is proud to announce 30 new partners for 2024. In announcing the group, CEO Dimitri Eliopoulos highlighted the breadth of functions represented by the new class. “This year’s partner class demonstrates the value that we place on all teams across the firm,” said Eliopoulos. “There is no one team or function that carries Curi RMB Capital forward. From client services to operations to asset management and beyond, our success is rooted in the excellence that each of these individuals demonstrates in their work every day.”
The new partners are:
- Ben Albrecht, Senior Wealth Manager, Chicago
- Jon Autry, Director of Private Investments
- Ty Baird, Senior Relationship Manager, FOS
- Sara Batt, Corporate Initiatives Manager
- Barbara Black, Senior Wealth Manager, Washington, D.C.
- Patrick Brankin, Controller
- Charlie Brey, Senior Wealth Manager, St. Joseph
- Jeffery Bryden, Director of Fixed Income, Portfolio Manager
- Jeff Burney, Chief Client Officer
- Emily Cooper, Client Service Manager, FOS
- Beth Dalton, Deputy Chief Compliance Officer
- Ian Doll, Wealth Advisor, St. Joseph
- Christopher Faber, Portfolio Manager
- Sheldon Fox, Senior Wealth Manager
- Duncan Gibson, Director, Private Wealth
- Rebecca Greenhill, Senior Executive Assistant
- Todd Griesbach, Portfolio Manager
- Charlie Henness, Jr., Portfolio Manager
- Brian Janecke, Tax Planning Strategist, FOS
- Jeff Jones, Portfolio Manager
- Mohini McCormick, Senior Wealth Manager, Oakbrook
- Jay Menton, Senior Wealth Manger, Lake Forest
- Janek Pedersen, Wealth Advisor, Oakbrook
- Jim Plumb, Deputy Director of Equities, Portfolio Manager
- Jonathan Rigano, Portfolio Manager
- James Rosselle, Director of Retirement Plan Solutions
- Caleb Sanderson, Senior Manager, Retirement Plan Solutions
- Patrick Stimson, Wealth Advisor, Denver
- Erica Tarantur, Wealth Advisor, Chicago
- Chip Travis, Client Development Advisor
