Katherine Ozog is a CFP® and holds a Series 65 license with 19 years of experience in the financial industry. She has worked at RMB Capital Management, LLC since 2010. Ozog is based in Chicago, IL, and is currently affiliated with Curi Capital, 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 employs a long-term, fundamentally driven investment process across various account types and offers both discretionary and non-discretionary services.

Donald Bechter is a CFA® charterholder and Series 63 licensee with 14 years of industry experience. He is currently with Curi Capital, LLC and has worked at RMB Capital Management since 2011. Outside of his advisory role, he is an investor in several private equity and real estate loan funds. Curi Capital provides wealth management, investment management, retirement plan consulting, family office services, and specialized offerings for early-career medical professionals. The firm serves individual, high-net-worth, and institutional clients using a long-term, fundamentally driven investment approach across a range of strategies and vehicles.

Daniel Nakano is a CFP® with 20 years of industry experience, currently serving at Curi Capital, LLC. He has held positions at RMB Capital Management LLC, Morgan Stanley, Advantage Investment Management, LLC, and Equitable Advisors. Nakano is 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 range of strategies and portfolio types.

Henry Burke is a financial advisor at Curi Capital, LLC in Chicago, IL, holding a Series 66 designation with four years of industry experience. His career history includes roles at Bank of America, Merrill, Wells Fargo, and Mass Mutual. 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 emphasizes a long-term, fundamentally driven process using bottom-up equity analysis and a relative-value fixed income strategy across various investment vehicles.

Charles Brey is a CFP® and holds a Series 65 license with 11 years of industry experience. He has been affiliated with RMB Capital Management since 2014. Brey is based in Chicago, IL, and currently works with Curi Capital, 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 emphasizes a long-term, fundamentally driven investment approach applied through multiple strategies including separately managed accounts and private funds.

Christopher Tate is a CFA® charterholder currently with Curi Capital, LLC in Chicago, IL. He has held positions at Morningstar, Deloitte, and CBS Financial, accumulating over a decade of experience in the financial industry. 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, utilizing bottom-up equity analysis and a relative-value fixed income strategy across various managed accounts and funds.

Susan Christoph is a CFP®, CFA®-credentialed financial advisor with 23 years of industry experience. She is currently with Curi Capital, LLC and previously worked at RMB Capital Management, Gleacher & Company Securities, 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 clients. The firm employs a long-term, fundamentally driven investment approach and offers a range of discretionary and non-discretionary solutions across various account types and fund structures.

Erica Tarantur is a CFP® and Series 65 credentialed advisor with 18 years of industry experience. She has been with RMB Capital Management, LLC since 2010. Based in Chicago, IL, she currently works with Curi Capital, LLC, a multi-team firm. Curi Capital offers wealth management, retirement plan consulting, family office services, and specialized subscription options for early-career medical professionals. The firm serves individual, high-net-worth, and institutional clients, utilizing a long-term, fundamentally driven investment approach across a variety of account types and strategies.

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.

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.

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.