What Does RMB Capital Do?

Total employees236
HeadquartersChicago
Founded2005

RMB Capital is an independent investment and advisory firm that champions a client-first philosophy. Founded in 2005, they offer a comprehensive suite of services including wealth management for high-net-worth individuals and families, asset management across various strategies (including fixed income, equities, and alternatives), and retirement plan consulting for businesses and institutions. RMB Capital emphasizes personalized financial planning, objective advice, and building long-term relationships with its clients, striving to deliver tailored solutions to meet unique financial goals.

Where Is RMB Capital's Headquarters?

HQ Function

The Chicago headquarters serves as the central hub for RMB Capital's operations, housing executive leadership, core investment teams, wealth advisors, and operational support functions. Key strategic decisions and firm-wide initiatives are driven from this location.

Notable Features:

Situated in a prominent skyscraper in Chicago's Loop, the office likely features modern facilities, advanced technology infrastructure, and spaces designed for client meetings and team collaboration, offering panoramic city views.

Work Culture:

The work culture at RMB Capital's headquarters is typically professional, collaborative, and client-focused, emphasizing integrity, expertise, and a commitment to achieving client objectives. It fosters an environment of continuous learning and high performance.

HQ Significance:

Its location in Chicago, a major North American financial center, provides RMB Capital with access to a deep talent pool, extensive industry networks, and proximity to key financial markets and partners. It underscores their position as a significant player in the investment advisory space.

Values Reflected in HQ: The headquarters' prime location, professional environment, and modern amenities reflect RMB Capital's values of excellence, stability, client trust, and a commitment to providing top-tier financial services.

Location:

RMB Capital primarily operates within the United States, with a network of offices strategically located in key financial and wealth centers across the country. While their direct office presence is U.S.-based, they may manage assets or serve clients with international interests through their U.S. operations and global investment strategies. Their functions supported across these offices include comprehensive wealth management, personalized financial planning, diverse asset management strategies, and retirement plan consulting.

Street Address:

115 South LaSalle Street, 34th Floor

City:

Chicago

State/Province:

IL

Country:

USA

Where Else Does RMB Capital Operate Around the World?

Denver, CO, USA

Address: 1660 Lincoln Street, Suite 1900, Denver, CO 80264

To serve a growing client base in Colorado and surrounding states, offering personalized financial solutions and direct access to RMB's expertise.

Jackson Hole, WY, USA

Address: 140 E. Broadway, Suite 25, Jackson, WY 83001

To provide specialized financial advisory services in a key wealth center, supporting clients with strong ties to the Jackson Hole area and its unique economic landscape.

Milwaukee, WI, USA

Address: 875 East Wisconsin Avenue, Suite 800, Milwaukee, WI 53202

To expand RMB Capital's footprint in the Midwest, providing localized support and advisory services to individuals and businesses in the Milwaukee metropolitan area.

Minneapolis, MN, USA

Address: 901 Marquette Avenue South, Suite 1700, Minneapolis, MN 55402

To establish a strong presence in another key Midwestern financial hub, offering RMB's full suite of services to a diverse clientele.

New York, NY, USA

Address: 500 Fifth Avenue, Suite 1530, New York, NY 10110

To leverage the opportunities within the New York financial ecosystem, connecting with a broad network of clients and industry professionals.

St. Joseph, MI, USA

Address: 811 Ship Street, Suite 301, St. Joseph, MI 49085

To serve clients in a specific regional market, offering accessible, high-quality financial advice and building strong local relationships.

Washington D.C., USA

Address: 1717 K Street NW, Suite 900, Washington, D.C. 20006

To cater to the unique financial needs of individuals and institutions in the nation's capital, leveraging proximity to policy and economic decision-makers.

Buying Intent Signals for RMB Capital

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
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*Example signal, not calculated in real time

Who's Leading RMB Capital? Meet the Executive Team

As of April 2025, RMB Capital' leadership includes:

Richard M. Burridge, Jr. - Founding Partner, CEO, Co-Chief Investment Officer
Frederick Paulman - Founding Partner, President, Co-Chief Investment Officer, Wealth Management
Michele Francisco - Chief Operating Officer, Partner
JeffreyاریKohl - Chief Financial Officer, Partner
Kate Flaherty - Chief Compliance Officer, General Counsel, Partner
Maureen Octigan - Chief Human Resources Officer, Partner

Who's Investing in RMB Capital?

RMB Capital has been backed by several prominent investors over the years, including:

RMB Capital is an independent, privately held firm, primarily owned by its partners.

What Leadership Changes Has RMB Capital Seen Recently?

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Exits0

In the past 12-18 months, RMB Capital has primarily focused on internal promotions to partnership and strategic board appointments rather than high-profile external C-suite executive hires or departures. Key developments include a significant number of new partner elevations.

New Appointments:

Walter C. Berman, Walter C. Berman, former CFO of The Allstate Corporation, appointed to RMB Capital's Board of Managers.

What Technology (Tech Stack) Is Used byRMB Capital?

Discover the tools RMB Capital uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

RMB Capital Email Formats and Examples

RMB Capital commonly uses the email format combining the first initial of an employee's first name with their full last name. Other formats might exist but this is a widely observed pattern for professional services firms.

[first_initial][last]@rmbcapital.com

Format

jdoe@rmbcapital.com

Example

90%

Success rate

What's the Latest News About RMB Capital?

PR Newswire • January 23, 2024

RMB Capital Recognizes 17 New Partners

RMB Capital announced the promotion of 17 employees to partner, effective January 1, 2024. These new partners represent various teams across the firm, including wealth management, asset management, retirement plan solutions, and corporate services....more

Business Wire • May 2, 2023

RMB Capital Names Walter C. Berman to Board of Managers

RMB Capital announced that Walter C. Berman, former executive vice president and chief financial officer of The Allstate Corporation, has been appointed to its Board of Managers. Berman brings decades of experience in finance, strategy, and corporate governance....more

Citybiz • October 18, 2023

RMB Capital’s Masahiro Kobe Named to Forbes Top Next-Gen Wealth Advisors Best-In-State List

Masahiro 'Masa' Kobe, partner and wealth advisor at RMB Capital, was recognized by Forbes as a Top Next-Gen Wealth Advisor Best-In-State for Illinois. This highlights individual advisor achievements within the firm....more

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