Fred Paulman
Oprichter bij Curi RMB Capital LLC
Profiel
Mr. Frederick Paulman, CPA, is a Founding Partner & President at Curi RMB Capital LLC.
He is on the Board of Directors at RMB Real Estate Opportunities QP LLC Series 2.
His expertise has been instrumental in the firm's success since its inception.
He has more than 25 years of broad financial services experience at world-renowned organizations, including co-managing one of the top performing teams in the country.
Mr. Paulman was previously employed as a Vice President by UBS Financial Services, Inc.
He graduated with a degree in Business Administration from the University of Colorado.
Actieve functies van Fred Paulman
| Bedrijven | Functie | Begin |
|---|---|---|
Curi RMB Capital LLC
 Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Oprichter | 01-04-2005 |
RMB Real Estate Opportunities QP LLC Series 2
 RMB Real Estate Opportunities QP LLC Series 2 Investment Trusts/Mutual FundsMiscellaneous RMB Real Estate Opportunities QP LLC Series 2 provides financial services. The company was founded in 2012 and is headquartered in Chicago, IL. | Directeur/Bestuurslid | - |
Eerdere bekende functies van Fred Paulman
| Bedrijven | Functie | Einde |
|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Corporate Officer/Principal | 31-03-2005 |
Opleiding van Fred Paulman
| The University of Colorado | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
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Bedrijven verbonden in de eerste graad
Man
Vrouw
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Verwante bedrijven
| Bedrijven in privébezit | 3 |
|---|---|
UBS Financial Services, Inc.
UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Finance |
Curi RMB Capital LLC
Curi RMB Capital LLC Investment ManagersFinance Curi RMB Capital LLC (Curi RMB) is a SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Richard M. Burridge and Frederic Paulman in 2005 as RMB Capital Management LLC. They were acquired by Curi Capital LLC in 2024. Curi RMB delivers specialized financial advice and innovative investment solutions that are designed to preserve and grow assets for individuals, families, institutions, and employers. | Finance |
RMB Real Estate Opportunities QP LLC Series 2
RMB Real Estate Opportunities QP LLC Series 2 Investment Trusts/Mutual FundsMiscellaneous RMB Real Estate Opportunities QP LLC Series 2 provides financial services. The company was founded in 2012 and is headquartered in Chicago, IL. | Miscellaneous |
