CHICAGO--(BUSINESS WIRE)--RMB Capital (“RMB”), an independent financial services firm with more than $6 billion in assets under management, announced that it has promoted partner Dimitri P. Eliopoulos, CFP®, CPWA®, to managing director of Central Midwest.
Previously a senior wealth manager, Eliopoulos now oversees the firm’s wealth management business in the Central Midwest region. The West region continues to be managed by partner Donald A. Bechter, CFA, and the East region falls under the purview of founding partner and president Frederick Paulman, CFP®. Julie E. Vander Weele, who joined RMB in 2014 and became a partner of the firm last year, has been named managing director of wealth management.
Over the past 15 years, Eliopoulos has played an integral role in serving hundreds of clients and growing the firm’s wealth management business. He began his career as an intern on a team led by Richard M. Burridge, Jr., CFP®, who would go on to found RMB Capital with Paulman in 2005. Eliopoulos was promoted to partner in 2013. His professional development has been fueled by his thirst for knowledge, commitment to excellence, and ability to foster relationships.
“Our client-centric approach has always come very naturally for Dimitri,” said Burridge, CEO and chief investment officer. “With his work ethic, technical expertise, integrity, and approachability, he sets an excellent example for our up-and-coming advisors. I have great confidence in his judgment and leadership skills, and I’m excited about the impact he’s going to have in his new role.”
Committed to playing an active role in his community, Eliopoulos is involved with several organizations including DePaul University’s Wealth Management Advisory Board, the Hellenic American Leadership Council, and the Chicago Community Trust. He was among Greek America’s 2012 Class of Forty Under 40. He holds a bachelor’s degree in finance from DePaul University and a MBA from Northwestern University’s Kellogg School of Management. He is also a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor® designee.
ABOUT RMB CAPITAL
RMB Capital is an independent, diversified financial services firm. Its businesses include wealth management, asset management, and retirement plan consulting. RMB is headquartered in Chicago with offices in Denver, Jackson Hole, Wyo., Washington, D.C., and New York City. To learn more about RMB Capital, visit www.rmbcap.com.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Investment Management Consultants Association® (IMCA®) is the owner of the certification marks “CPWA®” and “Certified Private Wealth Advisor®.” Use of CPWA® or Certified Private Wealth Advisor® signifies that the user has successfully completed IMCA’s initial and ongoing credentialing requirements for wealth advisors.