JB Investment Management joins RMB Capital

JB Investment Management joins RMB Capital
JB Investment Management helps RMB expand their fixed income offerings for clients.
OCT 03, 2018

JB Investment Management has merged with RMB Capital of Chicago. JB Investment Management, which has $550 million in client assets and focuses on fixed-income strategies, will continue to operate out of its Brookfield, Wisc., office, but the team is now integrated into RMB Asset Management. RMB has approximately $9.3 billion in client assets. "With interest rates on the rise, fixed income investments are becoming more relevant than they've been in recent years, so it's a good time for us to be expanding our fixed income capabilities," said Richard M. Burridge Jr., founding partner, CEO and co-chief investment officer at RMB, in a statement. JBIM offers fixed income strategies for both institutional and individual investors, including liability-driven, TIPS-indexed and tax-advantaged portfolios. Jeffrey L. Bryden, formerly president and chief investment officer at JBIM, now acts as senior vice president and portfolio manager at RMB. Mr. Bryden founded JBIM in 2008. Previously, he worked for Campbell Newman Asset Management and Reinhart Mahoney & Bryden Capital Management. He is joined by Jonathan G. Rigano, formerly vice president and portfolio manager at JBIM, who will keep his same position at RMB. Before joining JBIM, he worked for a Milwaukee-based investment firm where he oversaw $500 million in separately managed accounts. Rounding out the JBIM team are Gail L. Betzhold, who is the administrative manager, and Renae Engel, who is the portfolio and client administrator.

Latest News

HSA balances hit record high, but are clients using them wrong?
HSA balances hit record high, but are clients using them wrong?

New data shows most people do not have enough saved to cover costs and are not fully utilizing their accounts.

Advisor moves: LPL, Cetera, Raymond James, NewEdge Wealth
Advisor moves: LPL, Cetera, Raymond James, NewEdge Wealth

Firms announce new recruits this week, with teams overseeing hundreds of millions in client assets switching affiliations.

Stratos Wealth adds $400M with RPI Financial Life Planners
Stratos Wealth adds $400M with RPI Financial Life Planners

It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.

Atkins: SEC takes 'most historic step yet' on crypto regulation
Atkins: SEC takes 'most historic step yet' on crypto regulation

Proposal to make historic shift in US digital asset policy would give crypto issuers two registration exemptions and a safe harbor from securities classification.

Those without kids less confident about retirement savings, but why?
Those without kids less confident about retirement savings, but why?

Allianz Life research reveals a retirement confidence gap between childless Americans and parents.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income