CoverProfile

Brian Klein

Wealth Advisor

Curi RMB Capital LLC

United States, Wisconsin, Milwaukee

About Me

Brian is a wealth advisor at RMB Capital. He brings his passion for financial planning and investment management to all the families he works with. Prior to RMB, he served as an advisor with Wealth Enhancement Group and Gilbert & Cook, Inc., working exclusively with high-net-worth individuals and families. He spends his time with family, playing tennis, traveling, downhill skiing, and trying to keep up with his two dogs. Brian volunteers as a CFP board mentor, helping other advisors pass the exam. He is also on the Waukesha County Estate Planning Council, keeping up with the latest changes in tax and estate laws.

Profile Information

Wealth Advisor

Curi RMB Capital LLC

Investment Team

Investor/Manager/Sponsor

RIA/Wealth Manager/Asset Manager

Milwaukee

Wisconsin

United States

Aug 13, 2024

More profiles to browse

Profile Photo
Frederick Paulman
Founding Partner & President
SD
Seth Davis
Partner, Managing Director, Senior Wealth Manager
ST
Sarah Tims
Partner, Senior Wealth Manager
MH
Masakazu Hosomizu
Partner, Portfolio Manager

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services