Bringing you live news and features since 2006 

Announcement

RMB Wealth Management promotes Seth Davis and Michele Francisco to partner

RELATED TOPICS​

Senior wealth manager Seth Davis, CFP and senior wealth advisor Michele Francisco, CFP have been promoted to partner at RMB Wealth Management.

“Seth and Michele have both demonstrated great leadership and dedication over a number of years,” says Jeffrey Pearsall, principal and director of wealth management. “They each embody our values by cultivating strong relationships with their clients, providing sound financial planning advice based on years of experience, and supporting the next generation of leaders within our firm. We’re thrilled to recognise their achievements and commitment.”

Davis is based in the firm’s Denver office and joined RMB in 2011, after founding and running his own independent financial planning firm. He leads a team of wealth advisors and client associates, while also developing relationships and providing personalised planning and investment recommendations to clients. Davis is a graduate of Binghamton University, within the State University of New York system.

Francisco is a senior member of one of RMB’s Chicago-based wealth management teams. She was one of RMB’s original group of 19, most of whom had worked together for years immediately prior to forming RMB in 2005. She advises several of the firm’s ultra-high-net-worth, multi-generational clients and is RMB’s resident expert on complex financial planning issues, especially as it relates to estate planning. A graduate of George Washington University, Francisco is a member of the Chicago Council of Global Affairs.

Latest News

Saving and investing app, Moneybox, has doubled the number of ETFs available on the platform, in the light of ‘growing..
Global X ETFs has announced the appointment of Ryan O'Connor as its Chief Executive Officer effective as of April 8, 2024. ..
Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..

Related Articles

Sal Esposito, Zacks Investment Management
Zacks Investment Management started doing investment research in 1978 and in 1992 started its investment management arm, initially with SMAs...
Jeremy Senderowicz, Vedder Price
Jeremy Senderowicz, a member of the Investment Services Group at law firm Vedder Price, has witnessed a steady upswing in...
Graham MacKenzie, Toronto Stock Exchange
The evolution of ETFs has been a multi-decade experience for Toronto Stock Exchange says Graham MacKenzie, managing director, Exchange Traded...
Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by