Investment and advisory firm RMB Capital opens St. Joseph, Michigan location

14 February 2019 Consulting.us

Chicago-based independent investment and advisory firm RMB Capital has opened a new office in St Jospeph, on the banks of Lake Michigan. The firm also hired Chris Tarkowski, CFP, to support the launch of the new location.

Founded in 2005, RMB Capital currently has about $8.8 billion in assets under management. The advisory firm has three distinct practice areas: Wealth Management offers financial planning and asset allocation services to high-net-worth individuals; Asset Management delivers equity, fixed income, and alternative investment strategies to institutional investors; and Retirement Plan Solutions provides retirement plan consulting based on comprehensive assessments of employer needs. 

RMB has over 200 employees across 10 offices in the US. The firm will now be adding another office with their first Michigan location. RMB’s advisors have already spent a good deal of time in Southwest Michigan, and have some client relationships that date back almost 30 years. The physical office location will allow the firm to deepen its efforts in the community, while providing a launching point for the rest of the state.

Investment and advisory firm RMB Capital opens St. Joseph, Michigan location

“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,” commented 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.”

Certified financial planner Chris Tarkowski has been brought in as a partner and senior wealth advisor to help facilitate the successful launch of the St. Joseph office. Tarkowski will focus on strengthening relationships with current clients.

Tarkowski has over 14 years of experience in financial services, and has held leadership roles in wealth management, private equity, and banking. Previously, he spent three years at Zhang Financial, first as senior manager, client services, and then as associate director. Prior to that, he spent two years as trust relationship officer at Greenleaf Trust, and nearly three years at Chestnut Exploration Partners as an executive vice president.

Tarkwoski was also a sales director at Energy Securities, and a licensed advisor at JPMorgan Chase. Before his financial services career, Tarkowski was a combat engineer in the United States Marine Corps. He holds an MBA from Western Michigan University, as well as a bachelor’s degree in business management from Davenport University.

“Our expansion decisions often hinge on finding the right people to represent us in a given market,” Eliopoulos added. “With Chris on board, it’s all coming together.”

The new office is located at 500 Momany Drive, Suite 200, St. Joseph, MI.

Related: Fire protection consultancy Summit Companies acquires five Michigan firms


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