Investment firm enters market
A Chicago-based investment firm has opened an office in the region..
RMB Capital opened a southwest Michigan office in St. Joseph, at 500 Momany Dr., according to the firm last week.
The new location establishes a brick-and-mortar presence in a community RMB has served for years. It has about 300 clients in the area.
The St. Joseph office will be led by Chris Tarkowski, C.F.P., a VP and wealth advisor, in partnership with Paul Joyaux, C.F.P., a partner and senior wealth advisor in the firm’s Chicago office.
“The southwest Michigan community has been like a home away from home for us, and we couldn’t be more excited about putting down roots here,” said Dimitri Eliopoulos, partner and managing director, RMB central Midwest.
“It’s something we believe will be beneficial for our clients and our employees — and something we’ve been wanting to do for a long time — but our expansion decisions often hinge on finding the right people to represent us in a given market. With Chris on board, it’s all coming together.”
Tarkowski brings more than 14 years of diverse experience in financial services, including leadership roles in wealth management, private equity and banking.
Previously, he served as a U.S. Marine for six years, including two tours in Iraq as a combat engineer.
He holds a bachelor’s degree in management from Davenport University and an M.B.A. from Western Michigan University.
Founded in 2005, RMB Capital is an investment and advisory firm with about $8.8 billion in assets under management.
It was recently named one of the “Top 40 Independent Advisory Firms” in the U.S. by Barron’s magazine, for the third straight year, and was also recognized by Financial Advisor magazine as one of the 50 fastest-growing firms in 2018.
RMB Capital offers investment and wealth management, family office services, asset management and retirement plan consulting.
Its RMB Wealth Management division provides financial planning and asset allocation recommendations to high-net-worth individuals and families.
The firm has a number of other offices: Denver; Jackson Hole, Wyoming; Lake Forest, Illinois; Milwaukee; Minneapolis; New York; Oakbrook Terrace, Illinois; and Washington D.C.