Curi Capital reposted this
Couples can potentially avoid the tension that often accompanies financial strain through engaging in open communication and proactive planning early on. Senior Wealth Manager Loren Knaster, CFA, CFP®, shares some essential discussions couples should engage in prior to tying the knot. Read more at https://lnkd.in/gWPPpDkW.
We’re proud to announce the closing of our merger with RMB Capital, a critical step in expanding our geographic reach, services, and offerings—and building on our combined legacies of putting clients at the center of everything we do. Learn more. https://hubs.li/Q02f04d-0
In light of our merger with RMB Capital at the start of the year, we invite you to follow us at our new Curi RMB Capital account to stay connected with our latest news and insights. → https://lnkd.in/ec7S6Qin
As of January 1, RMB Capital and Curi Capital have formally merged to become Curi RMB Capital. We’re excited to embark on our joint future and to continue serving our clients as a combined firm. “This merger is an important step for both firms,” said Richard M. Burridge, Jr, Executive Chairman and co-Chief Investment Officer of Curi RMB Capital. “The combined firm is able to move forward with permanent, long-term capital, which is a true differentiator in our industry. It ensures that we can make long-term decisions that will benefit both our employees and our clients for decades to come.” “It’s an exciting day for us to have this transaction completed, and it’s just the beginning of our bright future together,” said Dimitri P. Eliopoulos, CEO of the combined firm. “We’re eager to hit the ground running serving our clients as Curi RMB Capital.” Please visit the link below for more information on the Curi RMB Capital merger or contact your advisor with any questions.
