Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Peter J. Bach | M | 70 |
Jacobus Wealth Management, Inc.
 Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations.
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. | 14 years |
| Dan Matola | M | - |
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations.
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. | 22 years |
| Jonathan G. Rigano | M | - |
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. | 6 years |
| Jeffrey L. Bryden | M | - |
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. | 6 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Richard Godfrey Jacobus | M | - |
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | 32 years |
| Bob Lapointe | M | - |
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations.
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. | 17 years |
| Kevin Reher | M | - |
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. | 2 years |
| Dale Fritz | M | - |
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | 6 years |
| Kathy Pederson | F | - |
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | 8 years |
| Nic Brown | M | - |
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | 11 years |
| Nicholas Cassard Wilson | M | - |
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | 21 years |
| Reed Deupree | M | - |
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. | 2 years |
| Robert Wellington Gwin | M | - |
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. | 3 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 13 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Joey Patzman
- Personal Network
