Peter J. Bach
Portefeuillebeheerder-Aandelen bij Curi RMB Capital LLC
Profiel
Mr. Peter J.
Bach, CPA, is a Managing Director of Upper Midwest at Curi RMB Capital LLC.
Mr. Bach joined RMB Capital in 2017 when Jacobus Wealth Management (JWM) combined with RMB.
He joined JWM in 2010 after serving as member of the Board of Directors of JWM since 1996.
Upon joining JWM, he served as the Chairman and Chief Executive Officer of JWM until the combination with RMB.
Prior to joining JWM, he was the Chief Financial Officer of Campbell Mithun Inc. for 17 years, which included a management buyout of this national adverting agency.
Prior to Campbell Mithun, he was both a Manager and Senior Manager at Arthur Andersen & Co. in London and Chicago.
In these roles, he was responsible for serving clients primarily in the financial services sector.
He earned his Bachelor’s degree in Business Administration from the University of Southern California and is a Certified Public Accountant.
Actieve functies van Peter J. Bach
Bedrijven | Functie | Begin |
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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. | Portefeuillebeheerder-Aandelen | 01-11-2017 |
Eerdere bekende functies van Peter J. Bach
Bedrijven | Functie | Einde |
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Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Algemeen Directeur | 30-11-2017 |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Corporate Officer/Principal | - |
Campbell Mithun, Inc.
Campbell Mithun, Inc. Advertising/Marketing ServicesCommercial Services Campbell Mithun, Inc. provides advertising and marketing communications services. Its services includes read advertising, promotion, interactive, public relations and direct marketing. The company was founded by Ralph Campbell & Ray Mithun in April, 1933 and is headquartered in Minneapolis, MN. | Financieel Directeur/CFO | - |
Opleiding van Peter J. Bach
University of Southern California | Undergraduate Degree |
Ervaring
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Bedrijven in privébezit | 4 |
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Campbell Mithun, Inc.
Campbell Mithun, Inc. Advertising/Marketing ServicesCommercial Services Campbell Mithun, Inc. provides advertising and marketing communications services. Its services includes read advertising, promotion, interactive, public relations and direct marketing. The company was founded by Ralph Campbell & Ray Mithun in April, 1933 and is headquartered in Minneapolis, MN. | Commercial Services |
Jacobus Wealth Management, Inc.
Jacobus Wealth Management, Inc. Investment ManagersFinance Founded by Richard Jacobus in 1985, Jacobus Wealth Management, Inc. is a wealth management firm and registered investment advisor located in Milwaukee, Wisconsin. The firm provides investment management services to individuals, pension and profit sharing plans, charitable organizations and corporations. | Finance |
Arthur Andersen LLP
Arthur Andersen LLP Miscellaneous Commercial ServicesCommercial Services Arthur Andersen LLP used to provide accounting services. It was also into consulting services for clients that operate businesses throughout the United States and around the world. Arthur Andersen was founded in 1913 and was headquartered in Chicago, IL. | Commercial Services |
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 |