RMB Wealth Management has promoted senior wealth manager Seth Davis and senior wealth advisor Michele Francisco to partners.
Davis is based in the firm’s Denver office and joined RMB in 2011. He leads a team of wealth advisors and client associates, while also developing relationships and providing planning and investment recommendations to clients.
Francisco is a senior member of one of RMB’s Chicago-based wealth management teams. She advises several of the firm’s ultra-high-net-worth, multigenerational clients on complex financial planning issues, especially as it relates to estate planning.
RMB Wealth Management is an independent investment advisory firm that serves affluent individuals and institutional clients.
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