Ilhwa Lee
Portfolio Manager-Equities at Curi RMB Capital LLC
Network origin in Ilhwa Lee first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers.
49
| Subsidiary | Investment Managers | 49 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Ilhwa Lee via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
Credit Suisse Securities (USA) LLC (Broker)
 Credit Suisse Securities (USA) LLC (Broker) Investment Banks/BrokersFinance Credit Suisse Securities (USA) LLC (Credit Suisse Securities USA) is the broker/dealer division of Credit Suisse Securities (USA) LLC, an investment banking company headquartered in New York City. The firm was founded in 1998 and is a wholly owned subsidiary of Credit Suisse (USA), Inc., ultimately owned by Credit Suisse Group AG (SWX: CSGN) in Switzerland. Credit Suisse Securities USA offers a suite of equities, solutions and credit products and services which includes global securities sales, trading and execution, prime brokerage and comprehensive investment research. Their clients include financial institutions, corporations, governments, institutional investors, such as pension funds and hedge funds, and private individuals around the world. | Investment Banks/Brokers | Director of Research - Equity Consultant / Advisor Analyst-Equity Market Strategist Analyst-Equity | |
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Driehaus Capital Management LLC
 Driehaus Capital Management LLC Investment ManagersFinance Driehaus Capital Management LLC (Driehaus) is a SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by Richard Driehaus in 1982 and is a subsidiary of Driehaus Capital Holdings LLLP. Driehaus manages growth-oriented equity and alternative investment strategies for institutional and individual clients. Driehaus is a Signatory of the United Nations-Supported Principles of Responsible Investment (PRI). | Investment Managers | Portfolio Manager-Equities Corporate Officer/Principal | |
WCM Investment Management LLC
 WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a SEC-registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides innovative, equity investment advisory services for a variety of clients, such as corporations, private individuals, public and private funds, Taft-Hartley plans, endowments, and foundations. | Investment Managers | Analyst-Equity | |
Summitry LLC
 Summitry LLC Investment ManagersFinance Summitry LLC is an independent, SEC-registered investment advisor headquartered in Foster City, California. The firm was founded by Colin Higgins and Mike Golub in 2003 as The Golub Group LLC and became Summitry LLC in 2020. Summitry provides financial planning and portfolio management services for individuals, families, registered investment advisors, foundations, and select institutions. | Investment Managers | Analyst-Equity | |
| University of Notre Dame | College/University | Undergraduate Degree Undergraduate Degree Undergraduate Degree Masters Business Admin | |
| University of Virginia | College/University | Undergraduate Degree Masters Business Admin | |
Mendon Capital Advisors Corp.
 Mendon Capital Advisors Corp. Investment ManagersFinance Mendon Capital Advisors Corp. (Mendon Capital) is an independent, SEC-registered investment advisor and hedge fund manager headquartered in Key Largo, Florida. The firm was founded by Anton V. Schutz in 1996. Mendon Capital provides investment advice, as a sub-advisor, to registered investment funds, a Hedge Fund and certain separately managed accounts advised by ELCO Management Co. LLC. | Investment Managers | Chief Executive Officer Corporate Officer/Principal | |
University of Washington
 University of Washington Other Consumer ServicesConsumer Services University of Washington functions as a College/University. The company is headquartered in Seattle, WA. | College/University | Undergraduate Degree | |
Accenture LLP
 Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal Corporate Officer/Principal | |
| Vanderbilt University | College/University | Undergraduate Degree | |
William Blair & Co. LLC
 William Blair & Co. LLC Regional BanksFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Regional Banks | Analyst-Equity Corporate Officer/Principal Corporate Officer/Principal Corporate Officer/Principal | |
Arthur Andersen LLP
 Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Miscellaneous Commercial Services | Corporate Officer/Principal | |
| University of Illinois | College/University | Masters Business Admin Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
| University of Wisconsin | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree Undergraduate Degree | |
Northwestern University
 Northwestern University Other Consumer ServicesConsumer Services Northwestern University is a private institution founded in 1851 to serve the Northwest Territory, an area that now includes the states of Ohio, Indiana, Illinois, Michigan, Wisconsin and parts of Minnesota. Northwestern has three campuses | College/University | Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| The University of Chicago Booth School of Business | College/University | Masters Business Admin Masters Business Admin Masters Business Admin | |
| Loyola University of Chicago | College/University | Undergraduate Degree Masters Business Admin Undergraduate Degree | |
| John Carroll University | College/University | Undergraduate Degree Undergraduate Degree | |
| The University of Colorado | College/University | Undergraduate Degree Undergraduate Degree | |
RMB West LLC
 RMB West LLC Investment ManagersFinance RMB West LLC is a wealth management firm headquartered in Denver, Colorado. The firm was founded in 2011 and is a subsidiary of RMB Capital Management LLC, which is owned by RMB Capital Holdings LLC. RMB West offers advisory services and investment solutions for high-net-worth individuals and families. | Investment Managers | Chief Executive Officer Chief Investment Officer | |
RMB Real Estate Opportunities QP LLC Series 2
 RMB Real Estate Opportunities QP LLC Series 2 Investment Trusts/Mutual FundsMiscellaneous RMB Real Estate Opportunities QP LLC Series 2 provides financial services. The company was founded in 2012 and is headquartered in Chicago, IL. | Investment Trusts/Mutual Funds | Director/Board Member Director/Board Member | |
RBC Wealth Management
 RBC Wealth Management Investment ManagersFinance RBC Wealth Management (RBCWM) is wealth management division of RBC Capital Markets Equity Research, which is ultimately owned by Royal Bank of Canada (NYSE; TSE: RY). Formerly known as RBC Dain Rauscher, Inc., the firm was founded in 2001 and is headquartered in Minneapolis, Minnesota. RBCWM provides trusted advice and wealth management solutions to individuals, families and institutions. | Investment Managers | Corporate Officer/Principal Corporate Officer/Principal | |
| University of Michigan | College/University | Undergraduate Degree Undergraduate Degree | |
| University of California, Los Angeles | College/University | Masters Business Admin | |
Morae Global Corp.
 Morae Global Corp. Miscellaneous Commercial ServicesCommercial Services Morae Global Corp. provides legal and compliance solutions. It offers advisory and managed, dispute resolution and legal hold management services. The company is headquartered in Houston, TX. | Miscellaneous Commercial Services | Director/Board Member | |
| Indiana University | College/University | Undergraduate Degree | |
Credit Suisse AG (London Branch)
 Credit Suisse AG (London Branch) Regional BanksFinance Credit Suisse AG (London Branch) provides investment banking services. The company was founded on January 1, 1993 and is headquartered in London, the United Kingdom. | Regional Banks | Corporate Officer/Principal | |
L.F. Rothschild & Co., Inc.
 L.F. Rothschild & Co., Inc. Investment Banks/BrokersFinance Part of Rothschild & Co. The company is based in New York, NY. Continuation Holdings AG, L.F. Rothschild & Co., Inc. is a company that provides banking services. | Investment Banks/Brokers | Corporate Officer/Principal | |
Academy Wealth Management, Inc.
 Academy Wealth Management, Inc. Investment ManagersFinance Academy Wealth Management, Inc. (Academy Wealth) is a SEC-registered investment advisor headquartered in Indianapolis, Indiana. The firm was founded by David Brown, Randall Clark, Richard (Rick) Knop and Channing (Chap) Mitzell in 1986 as Windsor Wealth Management, Inc. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada. Academy Wealth provides financial planning and portfolio management services to individuals, pension and profit-sharing plans, charitable organizations, corporations or other businesses, trusts and estates. | Investment Managers | Corporate Officer/Principal | |
Rail-Splitter Capital Management LLC
 Rail-Splitter Capital Management LLC Investment ManagersFinance Rail-Splitter Capital Management LLC (Rail-Splitter) is a hedge fund manager headquartered in Chicago, Illinois. The firm was founded by John W. Croghan and Richard M. Fradin in 2002. They are a subsidiary of RMB Capital Management LLC, which is owned by RMB Capital Holdings LLC. Rail-Splitter manages long only and long/short equity strategies for high net worth and institutional investors. | Investment Managers | Portfolio Manager-Equities | |
University of Southern California
 University of Southern California Other Consumer ServicesConsumer Services University of Southern California is a private research university that mainly offers undergraduate, graduate & other higher education. The university was founded in 1880 and is headquartered in Los Angeles, CA. | College/University | Undergraduate Degree | |
Campbell Mithun, Inc.
 Campbell Mithun, Inc. Advertising/Marketing ServicesCommercial Services Campbell Mithun, Inc. provides advertising and marketing communications services. Its services includes read advertising, promotion, interactive, public relations and direct marketing. The company was founded by Ralph Campbell & Ray Mithun in April, 1933 and is headquartered in Minneapolis, MN. | Advertising/Marketing Services | Director of Finance/CFO | |
| The Wharton School of the University of Pennsylvania | College/University | Masters Business Admin | |
| Butler University | College/University | Undergraduate Degree | |
| Purdue University | College/University | Undergraduate Degree | |
CFA Society of Chicago
 CFA Society of Chicago Miscellaneous Commercial ServicesCommercial Services CFA Society of Chicago is an investment analysts society that brings together nearly 4,200 top professionals involved in investment analysis. The society is based in Chicago, IL and is the oldest of its kind. The CFA designation is recognized by the society as a recognition of knowledge, skills, and abilities in security analysis and portfolio management. Christopher Thomas Vincent has been the CEO of the non-profit company since 2020. | Miscellaneous Commercial Services | Corporate Officer/Principal |
Statistics
International
| United States | 48 |
| United Kingdom | 2 |
Sectoral
| Finance | 22 |
| Consumer Services | 20 |
| Commercial Services | 6 |
| Electronic Technology | 2 |
| Technology Services | 2 |
Operational
| Portfolio Manager-Equities | 70 |
| Corporate Officer/Principal | 53 |
| Undergraduate Degree | 48 |
| Analyst-Equity | 41 |
| Masters Business Admin | 20 |
Most connected contacts
| Insiders | |
|---|---|
| Russell Echlov | 14 |
| Anton Schutz | 13 |
| Steve Werber | 10 |
| Egor Nickolaevich Rybakov | 10 |
| Frances Elizabeth Tuite | 10 |
| Reed Deupree | 9 |
| Evan Dreyfuss | 9 |
| Dick Burridge | 8 |
| John Kevin O'Connor | 8 |
| Chris Graff | 7 |
| Matthew Latarewicz | 6 |
| John Souter | 6 |
| Jeff Jones | 6 |
| Robert Wellington Gwin | 6 |
| Kevin Reher | 6 |
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