Subscribe

RMB Capital recruits $500 million team from Calamos Wealth Management

Human resources pool, customer care, care for employees, labor union, life insurance, employment agency and marketing segmentation concepts. Protecting gesture of businessman or personnel and icons representing group of people.

The veteran four-person teams brings a combined 80 years of experience to the $9.3 billion advisory firm.

Chicago-based RMB Capital, a $9.3 billion advisory firm, has recruited a four-person team from Calamos Wealth Management.

The team, which is based in the Chicago suburb of Oakbrook Terrace, touts a combined 80 years of industry experience and manages $500 million in client assets.

Tom Kukulski joins RMB as senior vice president and senior wealth adviser; Terrence LaBant joins as senior vice president and director of wealth strategy; Mohini McCormick joins as vice president and wealth adviser; and Mark Sagen joins the firm as wealth adviser.

“We couldn’t be more excited about bringing this experienced, close-knit team on board,” Julie Vander Weele, partner and managing director of wealth management at RMB, said in a statement.

“They share our philosophy of putting clients first and delivering personalized financial plans that are integrated with sophisticated investment solutions,” she added.

Related Topics:

Learn more about reprints and licensing for this article.

Recent Articles by Author

Are AUM fees heading toward extinction?

The asset-based model is the default setting for many firms, but more creative thinking is needed to attract the next generation of clients.

Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity

Advisors hail traditional benefits of ETFs while trend toward aggressive equity exposure shows how 'soft landing has replaced recession.'

Chasing retirement plan prospects with a minority business owner connection

Martin Smith blends his advisory niche with an old-school method of rolling up his sleeves and making lots of cold calls.

Inflation data fuel markets but economists remain cautious

PCE inflation data is at its lowest level in two years, but is that enough to stop the Fed from raising interest rates?

Advisors roll with the Fed’s well-telegraphed monetary policy move

The June pause in the rate-hike cycle has introduced the possibility of another pause in September, but most advisors see rates higher for longer.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print