CoverProfile

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

More profiles to browse

SD
Seth Davis
Partner, Managing Director, Senior Wealth Manager
Profile Photo
Janelle McCreary
Wealth Advisor
CF
Chris Faber
Portfolio Manager RMB - IronBridge Investments and Partner
Profile Photo
Jessica (Rumsas) Hunter
Investment Associate, V.P., Client Service Manager

You Might Like

ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
PM
Prtima MISHRA1
Software Engineer
PA TEST