MILWAUKEE–(BUSINESS WIRE)–RMB Capital (“RMB”), an independent investment advisory firm with approximately $9.8 billion in assets under management1 (estimated as of March 31, 2021), announced that Robert LaGrant, CFP®, has joined the firm’s Milwaukee office as vice president and wealth advisor.
LaGrant has more than 23 years of experience as a financial advisor, partnering with high-net-worth clients in Wisconsin to help them meet their financial goals, backed by fundamental research and personalized service.
“We are thrilled to have someone of Rob’s character and experience join our growing wealth management team in Milwaukee,” said Michele Francisco, chief client officer at RMB Capital. “Rob’s career of more than two decades and his passion for providing outstanding service to families make him a perfect fit for RMB.”
Prior to joining RMB, LaGrant was vice president and client advisor at JP Morgan’s Milwaukee office. He also previously served as vice president and wealth planner at Fidelity Investments and a vice president and financial consultant at Charles Schwab. He has been honored three times as a “Top Financial Advisor” by Milwaukee Magazine, and he volunteers as a board or committee member for several community organizations in the Milwaukee area. LaGrant is a CERTIFIED FINANCIAL PLANNERTM professional and holds a bachelor’s degree in finance and economics from Bradley University.
Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
About RMB Capital
RMB Capital is an independent investment advisory firm. Its businesses include wealth management, family office services, asset management, and retirement plan consulting. Headquartered in Chicago, RMB also has offices in Denver; Jackson Hole, Wyo.; Lake Forest, Ill.; Milwaukee; Minneapolis; New York; St. Joseph, Mich.; and Washington D.C. To learn more about RMB, visit rmbcapital.com.
1 Total assets under management (“AUM”) presented here differs from regulatory assets under management (“RAUM”) reported on RMB Capital’s Form ADV. AUM reflects net assets under management for private funds and mutual funds managed by RMB Capital, while RAUM reflects gross assets under management. AUM also includes RMB West’s assets under advisement, which are not included in RMB Capital’s RAUM. AUM estimated as of 3/31/21.
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