Close Close
Sign In
Newsletters
Popular Financial Topics Discover relevant content from across the suite of ALM legal publications From the Industry More content from ThinkAdvisor and select sponsors Investment Advisor Issue Gallery Read digital editions of Investment Advisor Magazine Tax Facts Get clear, current, and reliable answers to pressing tax questions
Luminaries Awards
Podcast Center Video Center Webcasts Resource Center Events
About ThinkAdvisor Contact Us Advertise With Us Asset & Logo Licensing Sitemap Terms of Service Privacy Policy Copyright © 2024 ALM Global, LLC. All Rights Reserved.
ThinkAdvisor

Industry Spotlight > Women in Wealth

RMB Capital Adds Chicago Wealth Management Team

By Marlene Satter

X
Your article was successfully shared with the contacts you provided.

RMB Capital has announced that it’s gained a team of wealth management professionals, most recently at Calamos Wealth Management, in its office in Oakbrook Terrace, Illinois.

The team consists of Tom E. Kukulski, CFP, who joins RMB as senior vice president and senior wealth advisor; Terrence M. LaBant, J.D., joining as senior vice president and director of wealth strategy; Mohini M. McCormick, CFP, joining as vice president and wealth advisor; and Mark L. Sagen, CFA, joining as wealth advisor. All had served in senior roles at Calamos. The team had been responsible for more than $500 million in assets under management.

According to RMB, the addition of the new team means it can now provide local advisory coverage throughout the western Chicago suburbs. Headquartered in downtown Chicago, the firm already has wealth management teams in Lake Forest and in Milwaukee, Wisconsin, with a new office set to open in October in St. Joseph, Michigan.

“We couldn’t be more excited about bringing this experienced, close-knit team on board,” said Julie Vander Weele, partner and managing director of wealth management at RMB. “They share our philosophy of putting clients first and delivering personalized financial plans that are integrated with sophisticated investment solutions.”

Kukulski, with 17 years of experience, has previously held positions at Goldman Sachs, Morgan Stanley and LPL Financial. LaBant, with 27 years of experience in trust and estate planning, tax planning, and wealth strategy, has worked at Ostrow Reisin Berk & Abrams, Fuchs & Roselli Ltd. and Ungaretti & Harris LLP.

McCormick, with 27 years of financial management experience, held earlier posts at Fifth Third Private Bank, Credit Suisse and Lehman Brothers, while Sagen, who previously served in advisory roles at BMO Harris Bank and J.P. Morgan Chase, has 12 years of experience.

Marlene Satter

NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.