CoverProfile

Trevor Isham

Partner & Senior Wealth Manager

Curi RMB Capital LLC

United States, Wisconsin, Milwaukee

About Me

Trevor began his career at RMB as an advisor in the Chicago office in 2013, and today he serves as the senior wealth manager of the Milwaukee office. Prior to working for RMB Capital, Trevor ran his own registered investment advisor business, worked in a family office, and was a quantitative-based futures trader. He was made a partner of RMB Capital in 2022 and looks forward to spending the rest of his career mentoring other advisors and serving the great clients of RMB Capital. Trevor’s background and experience at RMB have led him to focus on the most complex family estate issues that private clients face. He has a passion for learning and coaching the next generation of advisors on his

View more

Profile Information

Partner & Senior Wealth Manager

Curi RMB Capital LLC

Investment Team

Investor/Manager/Sponsor

RIA/Wealth Manager/Asset Manager

Milwaukee

Wisconsin

United States

Aug 5, 2024

More profiles to browse

ST
Sarah Tims
Partner, Senior Wealth Manager
Profile Photo
Frederick Paulman
Founding Partner & President
Profile Photo
Loren Knaster
Partner & Senior Wealth Manager
Profile Photo
Jay Menton
Partner, Senior Wealth Manager / Team Lead

You Might Like

RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
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