Chicago, IL S. Lasalle Office

Team
Updated today

Client AUM

$8,358,458,785

Clients

2,865

Advisors

5

Of 97 advisors across 9 offices

Location

115 S. Lasalle, 34th Floor

Chicago IL 60603

Advisors at this office

5

Advisors at this office

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Richard B

CFP®, Series 63, Series 65

Chicago, IL

Curi Capital, LLC

Richard Burridge Jr. is a CFP® professional with over 31 years of industry experience, currently serving at Curi Capital, LLC. He has worked at RMB Capital Management, LLC since 2005. Curi Capital serves a diverse client base including individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and combines in-house strategies with external managers, managing approximately $9.83 billion across various account types.

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals
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Paul J

CFP®, Series 63, Series 65

Chicago, IL

Curi Capital, LLC

Paul Joyaux is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Curi Capital, LLC. He has worked at RMB Capital Management, LLC since 2005. Curi Capital serves a diverse client base including individuals, families, institutions, retirement plan sponsors, and charitable organizations. The firm employs a long-term, fundamental investment approach combining in-house strategies and external managers, managing approximately $9.83 billion across various account types.

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals
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Richard B

CFA®, Series 63, Series 65

Chicago, IL

Curi Capital, LLC

Richard Burridge is a CFA® charterholder with 25 years of industry experience. He currently works at Curi Capital, LLC and has been with RMB Capital Management, LLC since 2005. Curi Capital serves individuals and families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm manages approximately $9.83 billion using a long-term, fundamental, bottom-up approach to equity investing and a fundamental relative-value strategy for fixed income, supplemented by third-party managers and proprietary risk analysis.

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals
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Frederick P

CFP®, Series 63, Series 65

Chicago, IL

Curi Capital, LLC

Frederick Paulman is a CFP®-certified financial advisor with 23 years of industry experience, currently with Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2005. Outside of his advisory work, he is involved with Peerless of America, Inc., where he contributes to accounting and manufacturing activities part-time. Curi Capital serves a diverse client base including individuals, families, institutions, and retirement plan sponsors, offering services such as Wealth Management, Asset Management, and Family Office Services. The firm employs a fundamental, long-term investment approach and combines in-house strategies with external managers to manage approximately $9.83 billion in assets.

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals
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Jeffrey P

CFP®, Series 63, Series 65

Chicago, IL

Curi Capital, LLC

Jeffrey Pearsall is a CFP® with 26 years of industry experience, currently serving at Curi Capital, LLC. He has been with RMB Capital Management, LLC since 2005. He is also a figurehead director of Encore Inc and JWE Enterprise. Curi Capital serves individuals, families, institutional and corporate clients, retirement plan sponsors, charitable organizations, and pooled investment vehicles. The firm employs a long-term, fundamental investment approach and manages approximately $9.83 billion across various account types and strategies.

ESG / Sustainable investing Private / alternative investments Doctor or Medical Professional Founder/Business Owner Young Professionals
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