
Michele Francisco
Partner, Co-Managing Director, Wealth Management
Curi RMB Capital LLC
United States, Illinois, Chicago
About Me
Michele Francisco, CFP®, serves as Partner and Co-Managing Director of Wealth Management at RMB Capital. In her role, she co-leads the firm's Wealth Management group, overseeing four regional teams and taking direct responsibility for revenue growth, profitability, client service initiatives, and talent recruitment/retention. Additionally, Michele retains lead advisory and relationship management responsibilities for a select group of clients spanning both the Family Office and Wealth Management groups. She is recognized as the firm's expert on Trust & Estate matters and holds a position on the Executive Committee.
Profile Information
Partner, Co-Managing Director, Wealth Management
Curi RMB Capital LLC
Investment Team
Investor/Manager/Sponsor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
May 15, 2024
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