New Role Oversees Client Service and Business Development
Nationwide
CHICAGO–(BUSINESS WIRE)–RMB
Capital (“RMB”), an independent investment advisory firm with
approximately $9.4 billion in assets under management,1
announced that it has named partner Dimitri Eliopoulos, CFP®,
CPWA®, as president of wealth management.
In this new role, Eliopoulos will oversee all client service and
business development efforts nationwide for the firm’s wealth management
business. Previously, he served as managing director of wealth
management for the Central Midwest region. Julie Vander Weele will
remain in her current role of managing director of wealth management,
overseeing all operations for that business. Frederick Paulman continues
to serve as president for RMB Capital as a whole.
“No one epitomizes the story of our firm and its trajectory more than
Dimitri,” said Richard M. Burridge, Jr., founding partner, CEO and
co-chief investment officer of RMB Capital. “In 2000, Fred and I hired
him as an intern at our previous firm, and we’ve been working together
ever since. Dimitri worked his way up to one of our most senior
leadership positions as we’ve grown into a firm with a national presence
and footprint. He has been instrumental in fostering relationships over
the years, and connecting our commitment to service with our expanding
capabilities and investment offerings. He personifies how RMB trains and
develops the next generation of leaders for our firm.”
When Burridge and Paulman co-founded RMB in 2005, Eliopoulos was a
member of the original team of employees, and he has served in a number
of client service and advisory roles ever since. He was named a partner
in 2013, and became managing director for the central Midwest region in
2017. He holds a bachelor’s degree in finance from DePaul University,
and an MBA from the Kellogg School of Management at Northwestern
University. He also is a CERTIFIED FINANCIAL PLANNER™
professional and a Certified Private Wealth Advisor®.
Eliopoulos also serves a number of community and civic organizations
including as a council member for the Hellenic American Leadership
Council, a Centennial Fundraising committee member for the Chicago
Community Trust, a board member for the Greek America Foundation, and a
board of trustees member for The Community House. Additionally, he is a
member of DePaul University’s Wealth Management Advisory Board and the
Economic Club of Chicago.
Certified Financial Planner Board of Standards, Inc. owns the
certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally
registered CFP (with flame design) in the U.S., which it awards to
individuals who successfully complete CFP Board’s initial and ongoing
certification requirements.
Investment & Wealth Institute™ (The Institute) is the owner of the
certification marks “CPWA” and “Certified Private Wealth Advisor.” Use
of the CPWA, and/or Certified Private Wealth Advisor signifies that the
user has successfully completed The Institute’s initial and ongoing
credentialing requirements for wealth advisors.
ABOUT RMB WEALTH MANAGEMENT
For high-net-worth individuals and families, RMB Wealth Management
provides holistic financial planning services as well as asset
allocation recommendations and investment implementation. Its goal is to
pilot a personalized financial plan designed with each client’s best
interests, unique needs, and long-term objectives in mind.
ABOUT RMB CAPITAL
RMB
Capital is an independent investment advisory firm. Its businesses
include wealth management, family office services, asset management, and
retirement plan consulting. Headquartered in Chicago, RMB also has
offices in Denver; Jackson Hole, Wyo.; Lake Forest, Ill.; Milwaukee;
Minneapolis; New York; Oakbrook Terrace, Ill.; St. Joseph, Mich.; and
Washington D.C. To learn more about RMB, visit www.rmbcap.com.
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1 Total assets under management (“AUM”) presented here differs from regulatory assets under management (“RAUM”) reported on RMB Capital’s Form ADV. AUM reflects net assets under management for private funds and mutual funds managed by RMB Capital, while RAUM reflects gross assets under management. AUM also includes RMB West’s assets under advisement, which are not included in RMB Capital’s RAUM. AUM estimated as of 3/31/19. |
Contacts
MEDIA CONTACT:
Shawn Malayter
Senior Associate
Greenhouse
Partners
T | 872-267-2636
E | [email protected]
RMB CONTACT:
Kate Demet
Partner, Chief Marketing Officer
RMB
Capital
T | 312-784-3203
E | [email protected]
