Market Overview

RMB Capital Names Five New Partners


Committed to Independence, Firm Addresses Growth and Succession

("RMB"), an independent investment and advisory firm with
approximately $9.3 billion in assets under management (estimated as of
June 30, 2018), recently named five new partners in a move that is both
responsive to its growth and supportive of its long-term independence.

The firm, which has grown to approximately 200 employees nationwide, now
has 19 partners. More than half of RMB's employees have been hired in
the past two years, and the firm's assets under management have grown by
approximately $4 billion over the same time span. Founding partner, CEO
and co-chief investment officer Richard M. Burridge, Jr. believes
expanding the firm's partnership is an essential component of its
succession plan.

"We have built RMB Capital to remain independent and our investments in
our people and infrastructure reflect that," Burridge said. "Our
partnership is a great example—we've added new partners each year since
2011. It's rewarding for those individuals and a testament to the level
of trust we have in each other. Importantly, though, it's meaningful for
clients because it demonstrates that we are preparing our next
generation of leaders to run the business for many years to come."

RMB's newest partners are:

  • Kate Demet, who was also recently named chief marketing
    officer: Demet joined RMB in 2010 and has been engaged in the business
    since 2005, having spent the previous five years at Greenhouse
    Partners, RMB's brand strategy and communications partner. She holds a
    master's degree in business administration from the University of
    Colorado at Denver and a bachelor's degree in risk management and
    insurance from the University of Wisconsin-Madison.
  • Maher Harb, chief financial officer: Harb joined RMB in 2008
    after serving as principal of a consulting firm that specialized in
    outsourced CFO services. His entire career has focused on financial
    and operational controls in the investment management industry. He
    holds an MBA in finance from Kellstadt Graduate School of Business at
    DePaul University and a bachelor's degree in accounting from
    Northeastern Illinois University.
  • Brian Hettinger, director of operations: Hettinger joined RMB
    one month after its inception in 2005 and previously worked at William
    Blair & Co. as a trader and at Driehaus Capital in operations. He
    holds a master's degree in business administration from Loyola
    University Chicago and a bachelor's degree in economics and finance
    from the University of Illinois at Urbana-Champaign.
  • Masakazu Hosomizu, CFA®, portfolio manager of RMB's
    Japan equity strategies, including the new RMB Japan Fund mutual fund
    strategy launched at the end of 2017 (RMBPX): Hosomizu joined RMB in
    2013, having previously held positions at Coghill Capital Management
    and Nomura Securities Company. He holds an MBA in finance and
    accounting from The University of Chicago's Booth School of Business
    and a bachelor's degree in law from the University of Tokyo. He is
    also a Chartered Financial Analyst®.
  • Jennifer Rydwelski, SPHR®, chief human resources
    officer: Rydwelski is one of RMB's original employees, joining the
    firm at its 2005 inception as chief compliance officer. She previously
    worked as compliance officer for The Burridge Group, a firm founded by
    Richard M. Burridge, Sr. She holds a bachelor's degree in finance from
    Illinois State University as well as the Senior Professional in Human
    Resources® accreditation.

While RMB has made
news for recent combinations
with other firms, it has also
experienced significant organic growth. RMB has been opportunistically
expanding its geographic footprint, including wealth management offices
in Minneapolis
and Washington,
—both of which were initiated by RMB advisors who wanted to
return to their hometowns and serve a growing roster of clients in those
areas. Additionally, its asset management capabilities and investment
offerings have been increasing, including new international and absolute
return strategies equities as well as new mutual fund vehicles—all of
which are managed by its team of more than 80 investment professionals.

CFA® and Chartered Financial Analyst® are registered trademarks owned
by the CFA Institute.

About RMB Capital

is an independent investment and 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.; and Washington
D.C. To learn more about RMB, visit

View Comments and Join the Discussion!