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

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