Ann Guntli is a CFA® charterholder with nine years of industry experience. She has worked with RMB Capital Management, LLC since 2007. Curi Capital, LLC 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 vehicles and strategies.

Matthew Talowski is a Series 65-licensed advisor at Curi Capital, LLC with one year of industry experience. His prior work includes roles at JSM Living and RBC Wealth Management, as well as management experience at Aurelio's Pizza Franchise. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and a subscription service 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 range of strategies and account types.

Sean Conway is a financial advisor at Curi Capital, LLC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2005 to 2007 and RMB Capital Management from 2008 to the present. 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, applying a long-term, fundamentally driven investment approach across multiple strategies and portfolio types.

Andrew Baker is a CFA® charterholder based in Chicago, IL, with nine years of industry experience. He is affiliated with Curi Capital, LLC and previously worked at RMB Capital Management LLC. 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 fundamentally driven, long-term investment approach and offers both discretionary and non-discretionary services across a variety of investment vehicles.

Ian Doll is a Certified Financial Planner® with 13 years of industry experience. He is currently with Curi Capital, LLC and has been with RMB Capital Management since 2012. 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 uses bottom-up fundamental equity analysis and a relative-value fixed income strategy, implemented through a variety of account structures and strategies.

Kristen Roder is a CFP® professional with 18 years of experience in the financial services industry. She is currently with Curi Capital, LLC and has previously worked at RMB Capital Management, Fidelity, Jefferies LLC, Deutsche Bank Securities Inc., and Guggenheim Investments. 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 diverse strategies and account types.

Jennifer Shepard is a CFP® and CFA®-designated financial advisor with 18 years of industry experience. She is currently with Curi Capital, LLC and has previously worked at Altair Advisers, United Capital Financial Advisers, LLC, and Integrated Financial Management Inc. 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 variety of strategies and offers both discretionary and non-discretionary services.

Ilhwa Lee is a CFA® charterholder based in Chicago, IL, with nine years of industry experience. She has worked at RMB Capital Management LLC since 2017 and previously spent one year at Crystal Rock Capital Management. Lee is currently affiliated with Curi Capital, LLC. 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.

Maher Harb is a financial advisor at Curi Capital, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at RMB Capital Management since 2008. Outside of his advisory role, he supports his family’s business operations as an officer and authorized signor on several corporations and LLCs related to bars and cafes in the Chicagoland area, though he is not compensated for this work. 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 using bottom-up equity analysis and relative-value fixed income strategies across various portfolio structures.

Patrick Macy is a financial advisor at Curi Capital, LLC based in Chicago, IL. He holds a Series 65 designation and has been with Curi Capital since 2025. Prior to joining the firm, he worked at Burlingame Country Club and had various roles over a ten-year period from 2016 to 2026. 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 multiple vehicles and strategies.

Joshua Rauterkus is a CFP® professional at Curi Capital, LLC with five years of industry experience. He previously worked at RMB Capital Management and Moneta Group Investment Advisors, LLC. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients including plan sponsors and private funds. The firm uses a fundamentally driven, long-term investment approach across a variety of account types and offers both discretionary and non-discretionary services.

Dimitri Eliopoulos is a CFP® with 25 years of experience in the financial industry. He is currently with Curi Capital, LLC and has previously worked at RMB Capital Management, LLC and UBS Financial Services. His background includes roles at both multi-team wealth management firms and private wealth advisory firms. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients such as plan sponsors and investment funds. The firm's investment approach combines bottom-up fundamental equity analysis with a relative-value fixed income strategy, offered through a range of investment vehicles and both discretionary and non-discretionary services.

Christopher Bach is a CFA® charterholder based in Chicago, IL, with 11 years of industry experience. He has worked at RMB Capital Management since 2014. Bach is currently affiliated with Curi Capital, LLC. 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 management platforms and strategies.

Robert Marchese is a financial advisor with Curi Capital, LLC in Chicago, IL, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at RMB Capital Management LLC since 2017 and previously at Far Horizons Capital LLC from 2013 to 2017. Marchese also serves as a consultant in investment consulting through Capital Resource Management, Inc. 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 a range of strategies and serves as advisor to mutual funds and private funds while managing assets for institutional clients.

Peter Bach is a Series 65-licensed financial advisor with 16 years of industry experience. He is currently with Curi Capital, LLC and previously worked at RMB Capital Management LLC and Jacobus Wealth Management. Outside of advising, he serves as managing partner of a family investment partnership and as general partner for multiple client partnerships associated with Jacobus Wealth Management. 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 range of strategies and client portfolios.

Thomas Schlipmann is a financial advisor at Curi Capital, LLC with 19 years of industry experience. He holds a Series 65 designation and has worked at RMB Capital Management, LLC for 16 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, using a long-term, fundamentally driven investment approach across a variety of managed accounts and funds.

Leah Hoagland is a financial advisor at Curi Capital, LLC in Chicago, IL, with 8 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Curi Capital and Foreside Fund Services, LLC during her career. Curi Capital provides wealth management, investment management, retirement plan consulting, and family office services to individuals, high-net-worth clients, and institutional clients such as plan sponsors and pooled investment vehicles. The firm employs a long-term, fundamentally driven investment approach across a range of strategies and offers both discretionary and non-discretionary services.

Patrick Thiel is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 65 designation with six years of industry experience. His prior roles include positions at KerberRose Wealth Management, Ehlers Investment Partners, Piper Sandler, and several companies outside the financial sector. 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 individual and high-net-worth clients as well as institutional clients, employing a long-term, fundamentally driven investment approach across a variety of account types and strategies.

Ryan Kennedy is a CFA® charterholder with 14 years of industry experience, currently serving at Curi Capital, LLC. He previously worked at RMB Capital Management LLC for 10 years and held roles at Morgan Stanley and Morgan Stanley & Co. LLC. Curi Capital offers wealth management, investment management, and retirement plan consulting services to individuals, high-net-worth clients, and institutional clients. The firm employs a long-term, fundamentally driven investment approach across various strategies and provides both discretionary and non-discretionary portfolio management.

Joseph Mc Dermott is a CFA® charterholder with 23 years of industry experience, currently serving at Curi Capital, LLC in Chicago, IL. His work history includes roles at Foreside Fund Services and Aviva Investors Americas. He is also Chief Compliance Officer for Curi RMB Capital, LLC, a registered investment adviser. 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 emphasizes a long-term, fundamentally driven investment approach across various investment vehicles, including separately managed accounts, mutual funds, and private funds.