RMB Capital, an independent investment advisory firm headquartered in Chicago, has appointed Thomas Fanter, Laura Flentye and Dan Matola as new partners, increasing the total partner number to 26, the company recently announced in a news release.
Fanter joined RMB Capital in 2017, when the IronBridge Capital Management team combined with RMB Asset Management. In addition to his role as director of research and team leader of the RMB Research Core, he is a senior equity analyst in the information technology and communications services sectors. Fanter is also a member of the firm’s investment committee. He holds a bachelor’s degree in industrial engineering and management sciences, as well as an M.B.A. degree in finance, accounting, and decision sciences from Northwestern University.
Flentye, an industry veteran with two decades of experience who joined the firm in 2017, is RMB’s chief administrative officer, responsible for overseeing business operations. She is also a member of the firm’s executive committee. Before joining RMB, she was the chief operating officer and chief compliance officer at Cupps Capital Management. She holds a bachelor’s degree in English and psychology from Boston College.
Based in the firm’s Milwaukee office, Matola joined RMB Capital in 2017, when Jacobus Wealth Management combined with RMB. As a senior relationship manager in family office services, he is responsible for client relationship management including involvement in both the strategic financial planning and investment advisory aspects of complex family situations. He holds a bachelor’s degree in business administration from the University of Wisconsin-Whitewater, and participated in the university’s Applied Investments Program. Matola is also a chartered financial analyst and a member of the CFA Society of Milwaukee.
Founded in 2005 with $500 million in client assets, RMB Capital has grown to $9.7 billion as of December 31, 2020, managed in offices nationwide.