RMB Capital has opened an office in Southwest Michigan. Chris Tarkowsky has joined the new office as a vice president and wealth adviser.
CHICAGO–(BUSINESS WIRE)–RMB Capital (“RMB”), an independent investment and advisory firm with approximately $8.8 billion in assets under management,1 announced that the firm has opened an office in Southwest Michigan. The new office is located at 500 Momany Drive, Suite 200, in St. Joseph, Mich.
The new location establishes a brick-and-mortar presence in a community that RMB has been a part of for decades, well prior to the firm’s 2005 inception. With approximately 300 clients in the area—including some client relationships that date back nearly 30 years—RMB advisors spend a great deal of time in Southwest Michigan. In addition to individual client meetings, the firm hosts multiple semiannual client events, a tradition that began in 1998.
The St. Joseph office will also enable RMB to deepen its engagement in the community and broaden its reach to other parts of the state. This effort will be supported by Chris Tarkowski, CFP®, vice president and wealth advisor, in the new Michigan office. Working closely with Paul Joyaux, CFP®, partner and senior wealth advisor, Tarkowski will focus on cultivating relationships with current clients.
“The Southwest Michigan community has been like a home away from home for us, and we couldn’t be more excited about putting down roots here,” said Dimitri Eliopoulos, partner and managing director, Central Midwest. “It’s something we believe will be beneficial for our clients and our employees—and something we’ve been wanting to do for a long time—but our expansion decisions often hinge on finding the right people to represent us in a given market. With Chris on board, it’s all coming together.”
Tarkowski brings more than 14 years of diverse experience in financial services, including leadership roles in wealth management, private equity, and banking. Previously, he served as a United States Marine for six years, including two tours in Iraq as a combat engineer. He earned his bachelor’s degree in management from Davenport University and his MBA from Western Michigan University. Chris is also a CERTIFIED FINANCIAL PLANNER™ professional. He currently serves on the Board of Directors for Hands Up Foundation, which helps to provide food security for at-risk children in the Kalamazoo, Mich., area, and for Corporal Christopher Kelly Willis Foundation, which funds college scholarships for the children of parents who were killed or permanently disabled in combat while serving in the U.S. Armed Forces.
RMB was recently named one of the Top 40 Independent Advisory Firms in the U.S. by Barron’s magazine, for the third straight year, and was also recognized by Financial Advisor magazine as one of the 50 fastest-growing firms in 2018. The firm also supports several non-profit community organizations in Southwest Michigan, including the Berrien Community Foundation, the Boys & Girls Club of Benton Harbor, First Tee of Benton Harbor, and Harbor Habitat for Humanity.
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 and 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.
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 12/31/18.
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