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
MH
Matt Halkyard
Head of Consulting Relations - Portfolio Specialist, S.V.P.
ST
Sarah Tims
Partner, Senior Wealth Manager
ID
Ian Doll
Partner, Wealth Advisor
Lewis (Connor) Fox
Analyst
You Might Like
EC
Elizabeth Cook
Chief Compliance Officer
Magnolia Wealth Management LLC
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
PM
Prtima MISHRA1
Software Engineer
PA TEST