RMB Jacobus Employee Directory

RMB Jacobus corporate office is located in 2323 N Mayfair Rd Ste 240, Milwaukee, Wisconsin, 53226, United States and has 51-200 employees.

Highly Engaged Employees

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Employees by Department

Departments

Number of employees

Finance

Operations

Sales

Medical & Health

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C-Suite

Key Employees of RMB Jacobus

KL
Katherine Lest...
Partner, Chief of Staff, Client Advisory
PhoneEmail
PhoneEmail
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RMB Jacobus Global Presence

Location	People at location
North America	11-50
Europe	1-10

Index of contact profiles from RMB Jacobus

Hundreds of professionals searching for RMB Jacobus have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

MW
Marlan Williams
Email Direct
Research Analyst
United States , Wisconsin , Milwaukee

OD
Owen Duncan
Email Direct
Partner, Relationship Manager
United States , Wisconsin , Milwaukee

DS
Dylan Stroud
Email Direct
Wealth Advisor
United States , Wisconsin , Milwaukee

SC
Sue Christoph
Email Direct
Partner, Senior Relationship Manager, Family Office Services
United States , Wisconsin , Milwaukee

CB
Charlie Brey
Email Direct
Partner, Senior Wealth Manager
United States , Wisconsin , Milwaukee

BB
Barbara Black
Email Direct
Partner, Senior Wealth Manager
United States , Wisconsin , Milwaukee

CB
Christopher Bach
Email Direct
Partner, Senior Wealth Manager
United States , Wisconsin , Milwaukee

LK
Loren Knaster
Email Direct
Partner, Senior Wealth Manager
United States , Wisconsin , Milwaukee

PJ
Paul Joyaux
Email Direct
Partner, Senior Wealth Manager
United States , Wisconsin , Milwaukee

MH
Matt Halkyard
Email Direct
Partner, Head of Consultant Relations and Multi Channel Sales - Portfolio Specialist
United States , Wisconsin , Milwaukee

DG
Duncan Gibson
Email Direct
Partner, Wealth Advisor
United States , Wisconsin , Milwaukee

BR
Belén Ryan
Email Direct
Manager, Operations
United States , Wisconsin , Milwaukee

JP
Janek Pedersen
Email Direct
Partner, Wealth Advisor
United States , Wisconsin , Milwaukee

FP
Frederick Paulman
Email Direct
Senior Partner
United States , Wisconsin , Milwaukee

CK
Colin Kelly
Email Direct
Portfolio Manager
United States , Wisconsin , Milwaukee

BS
Brendan Scholz
Email Direct
Manager, Portfolio Analytics
United States , Wisconsin , Milwaukee

CT
Chip Travis
Email Direct
Senior Vice President, Client Development and Advisor and Partner
United States , Wisconsin , Milwaukee

JR
James Rosselle
Email Direct
Partner, Senior Retirement Plan Advisor
United States , Wisconsin , Milwaukee

JP
Jeffrey Pralle
Email Direct
Vice President, Head Trader
United States , Wisconsin , Milwaukee

SD
Seth Davis
Email Direct
Partner, Managing Director, Senior Wealth Manager
United States , Wisconsin , Milwaukee

BS
Bridget Sweeny
Email Direct
Family Office Services Senior Associate
United States , Wisconsin , Milwaukee

FP
Frank Passantino
Email Direct
Manager, Mutual Fund Operations and Services Shareholder
United States , Wisconsin , Milwaukee

HW
Harriet Warner
Email Direct
Wealth Management Associate
United States , Wisconsin , Milwaukee

AJ
Alexandra Joas
Email Direct
Family Office Services Associate
United States , Wisconsin , Milwaukee

OM
Olive Mitchell
Email Direct
Wealth Advisor
United States , Wisconsin , Milwaukee

123

Former Employees at RMB Jacobus

Explore people who held key positions, contributed to RMB Jacobus's success, and advanced their careers.

Margo Sweany

Managing Director, Wea... at Curi Capital

Worked as Partner, Director of Practice Management

at RMB Jacobus

Direct

Reece Piotter

Director, Business Dev... at Curi Capital

Worked as Wealth Management Associate

at RMB Jacobus (2023-2023)

Direct

Leah Hoagland

Senior Director, Busin... at Curi Capital

Worked as Director, Business Development

at RMB Jacobus

Direct

Mask Content

Director, Information ... at Curi Capital

Worked as Partner, Manager, Information Technology, Busi...

at RMB Jacobus

Direct

Mask Content

Chief Compliance Offic... at Curi Capital

Worked as Chief Compliance Officer & Chief Risk Officer

at RMB Jacobus

Direct

Mask Content

Director, Operations &... at Curi Capital

Worked as Vice President, Operations & Manager

at RMB Jacobus (2015-2022)

Direct

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Frequently Asked Questions Regarding RMB Jacobus Employees

How many employees does RMB Jacobus have?

RMB Jacobus has 51-200 employees

Who are RMB Jacobus key employees?

Some of RMB Jacobus key employees are Katherine Lester

Where is RMB Jacobus located?

RMB Jacobus’s headquarters are located at 2323 N Mayfair Rd Ste 240, Milwaukee, Wisconsin, 53226, United States

How do I contact RMB Jacobus?

RMB Jacobus Contact Info: Phone number: (630) 684-8301 Website: www.rmbcap.com

What does RMB Jacobus do?

Curi RMB Capital offers comprehensive wealth management and investment solutions designed to help clients achieve their financial goals. The company provides a range of services including family office services, retirement plan solutions, and asset management strategies. Curi RMB Capital is committed to delivering personalized support and innovativ... Read More

Is RMB Jacobus a public company?

RMB Jacobus is private company therefore does not currently have an official ticker symbol

See more information about RMB Jacobus Employees