CHICAGO--(BUSINESS WIRE)--RMB Capital, an independent advisory firm that oversees more than $4 billion in assets under management (AUM), announced two of its senior wealth managers, Sue Christoph CFA, CFP® and Paul Joyaux, CFP®, were promoted to partner within RMB Wealth Management, reinforcing the firm’s focus on employee growth and development. Christoph and Joyaux each manage and mentor a team of wealth advisors and client associates.
“Both Paul and Sue demonstrate the qualities that we believe are most valuable in terms of our practice area’s long-term success,” said Jeffrey Pearsall, principal and director of wealth management. “They each have the practical expertise that is required to advise clients on complex financial planning and investment management issues, and they genuinely care about clients’ wellbeing and work rigorously to uphold our fiduciary responsibilities. They are role models who are helping us to cultivate our next generation of leaders.”
RMB Wealth Management Builds Leadership from Within
In 1999, Joyaux began working with RMB’s co-founders at a Fortune 500 investment firm before they left to start RMB in 2005. Joyaux and his current team of six are responsible for approximately 270 clients, many whom reside in southwest Michigan. The firm has a longstanding relationship with Benton Harbor-based Whirlpool Corporation, which offers its executives access to RMB Wealth Management’s services as a sponsored benefit. Joyaux owns a home in the community, where he spends a significant amount of time meeting with clients and supporting local nonprofits. He currently sits on the board of directors for the Curious Kids’ Museum and the investment committee for Lakeland HealthCare.
Christoph joined RMB in 2007, after running the asset management division at a public company and managing assets for large institutional investors. Christoph’s six-person team manages approximately 200 clients, who are primarily based in the Midwest. Christoph works with many Chicago-area attorneys—both advising on their personal plans and investments and collaborating in relation to the trust and estate-planning needs of her other clients. Also active in the nonprofit community, Christoph is a member of the Community Memorial Foundation’s finance and investment committee and a Greenhouse Scholars mentor.
ABOUT RMB WEALTH MANAGEMENT
The firm's wealth management philosophy is rooted in a dedication to knowing its clients personally, so that RMB can thoroughly understand client goals, interests, concerns, and risk tolerances. RMB collaborates with clients’ other trusted advisors (estate attorneys, tax advisors, and corporate benefits managers), making certain the firm is completely aware of all aspects of clients’ finances. By taking each client’s entire situation into consideration, RMB is able to create a customized and comprehensive wealth management plan, including asset allocation and investment recommendations based on a client’s individual goals for wealth preservation and growth.
ABOUT RMB CAPITAL
RMB Capital is an investment advisory firm that provides affluent individuals and institutional clients with a high standard of care and is dedicated to serving their best interests. RMB operates in four distinct business units: wealth management, asset management, alternative investments, and retirement plan consulting. RMB is headquartered in Chicago with offices in Denver and Jackson Hole, Wyoming. To learn more about RMB Capital, visit www.rmbcap.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
