Michele Francisco is a CFP® certificant with 19 years of industry experience. She has worked at RMB Capital Management, LLC since 2010. Michele is currently affiliated with Curi Capital, LLC, a multi-team firm based in Chicago, IL. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a variety of managed accounts and funds.

Emily Cooper is a financial advisor at Curi Capital, LLC in Chicago, IL. She holds a Series 65 designation and has seven years of industry experience. Her prior roles include a position at RMB Capital Management, LLC and a five-year period at Loyola University Chicago. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across various account types and investment vehicles.

Charles Travis is a financial advisor with Curi Capital, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and having 23 years of industry experience. His prior work includes roles at RMB Capital Management, LLC, Gleacher & Company Securities, Inc., and FA Asset Management Inc. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach across a variety of portfolio structures and offers both discretionary and non-discretionary services.

Janek Pedersen is a CFP® and holds a Series 66 designation with 20 years of industry experience. He has worked at RMB Capital Management, LLC since 2010, following prior roles at UBS Financial Services and Guggenheim Investments. He is currently affiliated with Curi Capital, LLC in Chicago, IL. Curi Capital offers wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm employs a long-term, fundamentally driven investment approach across various vehicles, including separately managed accounts and private funds.

Owen Duncan is a CFP®-certified financial advisor at Curi Capital, LLC with nine years of industry experience. He has worked at RMB Capital Management LLC since 2017 and previously held roles at The Prudential Insurance Company of America and Pruco Securities, LLC. Based in Chicago, IL, he holds Series 63 and Series 65 licenses. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across a variety of account types and strategies.

Margo Sweany is a financial advisor at Curi Capital, LLC in Chicago, IL, holding the CFP® designation and Series 65 license with 15 years of industry experience. She has worked at RMB Capital Management since 2010. Outside of her advisory role, she owns and operates a small rental property through a limited liability company. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional investors. The firm’s investment approach focuses on long-term, fundamentally driven analysis and employs a mix of discretionary and non-discretionary strategies across various investment vehicles.

Christopher Graff is a CFA® charterholder and holds a Series 63 license, with 11 years of industry experience. He is based in Chicago, IL, and has been with RMB Capital Management since 2005. Curi Capital, LLC serves individuals, high-net-worth clients, and institutional investors, offering wealth management, investment management, retirement plan consulting, and family office services. The firm applies a long-term, fundamentally driven investment approach across a range of strategies, including separately managed accounts, mutual funds, and private funds.

Allan Myer is a financial advisor with Curi Capital, LLC in Chicago, IL, holding Series 65 and Series 66 credentials and 22 years of industry experience. He has worked at RMB Capital Management, LLC since 2016 and has been involved with MediaWorks Corporate Communications since 1997. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients using a long-term, fundamentally driven investment approach across a range of account types and strategies.

Nicholas Zinn is a financial advisor at Curi Capital, LLC in Denver, CO, holding Series 63 and Series 66 licenses with three years of industry experience. His prior work includes roles at Curi RMB Capital and Charles Schwab. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm’s investment approach combines bottom-up fundamental equity analysis with a relative-value fixed income strategy, delivered through a range of managed accounts, model portfolios, and funds.

Trevor Isham is a CFP® with 14 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management since 2013 and previously at Katana Investment Advisors. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across a range of account types and funds.

Jeffrey Pearsall is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management, LLC and UBS Financial Services. He also serves as figurehead director of Encore Inc. and JWE Enterprise. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm uses a long-term, fundamentally driven investment approach across a variety of portfolio solutions, including separately managed accounts, mutual funds, and private funds.

Aaron Ayala is a financial advisor at Curi Capital, LLC with four years of industry experience. He holds a Series 65 designation and previously worked at RMB Capital Management for seven years. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription offering for early-career medical professionals. The firm serves individuals, high-net-worth clients, and institutional clients, employing a long-term, fundamentally driven investment approach across various account types and strategies.

Daniel Matola is a CFA® charterholder and holds a Series 65 license, with 17 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC for nine years and Jacobus Wealth Management, Inc. for fifteen years. Outside of his advisory role, he serves as President and Treasurer of a family real estate holding company and sits on the board of a beverage distribution company. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach and offers both discretionary and non-discretionary services across a range of strategies and vehicles.

Seth Wernick is a financial advisor at Curi Capital, LLC with two years of industry experience. He holds a Series 66 designation and has held positions at firms including Morgan Stanley, E*TRADE Securities, and Foreside Fund Services. Prior to his advisory career, he worked for the University of Georgia for nine years. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment process across various portfolio types and offers both discretionary and non-discretionary services.

Marisa Ryan is a financial advisor at Curi Capital, LLC based in Chicago, IL, holding a Series 65 designation with six years of industry experience. Her prior roles include positions at Aduro Advisors and RMB Capital Management, LLC, as well as work with Vival Media LLC. Curi Capital offers wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach using both in-house and external strategies across multiple account types and investment vehicles.