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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.
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.
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.
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.
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.
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.
115 South LaSalle Street, 34th Floor
Chicago
IL
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.
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.
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.
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.
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.
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.
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.
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As of April 2025, RMB Capital' leadership includes:
RMB Capital has been backed by several prominent investors over the years, including:
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.
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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
PR Newswire • January 23, 2024
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 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
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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