Experienced Portfolio Manager & Senior Analyst with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Trading, Financial Modeling, and Microsoft Excel. Strong business development professional with a Bachelor’s Degree focused in Finance, Decision Sciences from Miami University - Farmer School of Business.
Jim Plumb
Partner, Deputy Director of Equities, Portfolio Manager
Curi RMB Capital LLC
United States, Illinois, Chicago
About Me
Profile Information
Partner, Deputy Director of Equities, Portfolio Manager
Curi RMB Capital LLC
Investment Team
Investor/Manager/Sponsor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
Aug 1, 2024
More profiles to browse
IL
Ilhwa Lee
Senior Vice President & Portfolio Manager
Richard M. Burridge Jr
Chief Executive Officer & Chief Investment Officer
Jeff Pearsall
Partner, Managing Director of Family Office Services
MF
Michele Francisco
Partner, Co-Managing Director, Wealth Management
You Might Like
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
PM
Prtima MISHRA1
Software Engineer
PA TEST
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management