CHICAGO--(BUSINESS WIRE)--RMB Capital (“RMB”), an independent investment advisory firm with approximately $9.4 billion in assets under management,1 announced that it has named partner Dimitri Eliopoulos, CFP®, CPWA®, as president of wealth management.
In this new role, Eliopoulos will oversee all client service and business development efforts nationwide for the firm’s wealth management business. Previously, he served as managing director of wealth management for the Central Midwest region. Julie Vander Weele will remain in her current role of managing director of wealth management, overseeing all operations for that business. Frederick Paulman continues to serve as president for RMB Capital as a whole.
“No one epitomizes the story of our firm and its trajectory more than Dimitri,” said Richard M. Burridge, Jr., founding partner, CEO and co-chief investment officer of RMB Capital. “In 2000, Fred and I hired him as an intern at our previous firm, and we’ve been working together ever since. Dimitri worked his way up to one of our most senior leadership positions as we’ve grown into a firm with a national presence and footprint. He has been instrumental in fostering relationships over the years, and connecting our commitment to service with our expanding capabilities and investment offerings. He personifies how RMB trains and develops the next generation of leaders for our firm.”
When Burridge and Paulman co-founded RMB in 2005, Eliopoulos was a member of the original team of employees, and he has served in a number of client service and advisory roles ever since. He was named a partner in 2013, and became managing director for the central Midwest region in 2017. He holds a bachelor’s degree in finance from DePaul University, and an MBA from the Kellogg School of Management at Northwestern University. He also is a CERTIFIED FINANCIAL PLANNER™ professional and a Certified Private Wealth Advisor®. Eliopoulos also serves a number of community and civic organizations including as a council member for the Hellenic American Leadership Council, a Centennial Fundraising committee member for the Chicago Community Trust, a board member for the Greek America Foundation, and a board of trustees member for The Community House. Additionally, he is a member of DePaul University’s Wealth Management Advisory Board and the Economic Club of Chicago.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ 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.
Investment & Wealth Institute™ (The Institute) is the owner of the certification marks “CPWA” and “Certified Private Wealth Advisor.” Use of the CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute’s initial and ongoing credentialing requirements for wealth advisors.
ABOUT RMB WEALTH MANAGEMENT
For high-net-worth individuals and families, RMB Wealth Management provides holistic financial planning services as well as asset allocation recommendations and investment implementation. Its goal is to pilot a personalized financial plan designed with each client’s best interests, unique needs, and long-term objectives in mind.
ABOUT RMB CAPITAL
RMB Capital is an independent investment advisory firm. Its businesses include wealth management, family office services, asset management, and retirement plan consulting. Headquartered in Chicago, RMB also has offices in Denver; Jackson Hole, Wyo.; Lake Forest, Ill.; Milwaukee; Minneapolis; New York; Oakbrook Terrace, Ill.; St. Joseph, Mich.; and Washington D.C. To learn more about RMB, visit www.rmbcap.com.
|1 Total assets under management (“AUM”) presented here differs from regulatory assets under management (“RAUM”) reported on RMB Capital’s Form ADV. AUM reflects net assets under management for private funds and mutual funds managed by RMB Capital, while RAUM reflects gross assets under management. AUM also includes RMB West’s assets under advisement, which are not included in RMB Capital’s RAUM. AUM estimated as of 3/31/19.|