Karriereverlauf von Bob Lapointe
Ehemalige bekannte Positionen von Bob Lapointe
| Unternehmen | Position | Beginn | Ende |
|---|---|---|---|
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. | Portfolio Manager-Aktien | 01.11.2017 | 01.10.2020 |
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. | Compliance Officer | 01.01.2003 | 30.11.2017 |
| Mitglied des Investmentausschusses | 01.01.2003 | 30.11.2017 | |
| Portfolio Manager-Aktien | 20.12.2011 | 30.11.2017 | |
| Midland Doherty Ltd. | Corporate Officer/Principal | - | - |
Clarica US, Inc.
 Clarica US, Inc. Multi-Line InsuranceFinance Clarica US, Inc. is based in Brookfield, WI. Part of Sammons Enterprises, Inc., Clarica US, Inc. is a company that underwrites life and health insurance, reinsurance, and pension schemes. Clarica US was acquired by Midland National Life Insurance Co. from Sun Life Financial, Inc. on January 07, 2003 for $286 million. | Corporate Officer/Principal | - | - |
Ausbildung von Bob Lapointe
| University of Manitoba | Undergraduate Degree |
Statistik
International
| Vereinigte Staaten | 4 |
| Kanada | 3 |
Operativ
| Portfolio Manager-Equities | 2 |
| Corporate Officer/Principal | 2 |
| Compliance Officer | 1 |
Sektoral
| Finance | 4 |
| Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
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 |
Clarica US, Inc.
Clarica US, Inc. Multi-Line InsuranceFinance Clarica US, Inc. is based in Brookfield, WI. Part of Sammons Enterprises, Inc., Clarica US, Inc. is a company that underwrites life and health insurance, reinsurance, and pension schemes. Clarica US was acquired by Midland National Life Insurance Co. from Sun Life Financial, Inc. on January 07, 2003 for $286 million. | Finance |
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 |
| Midland Doherty Ltd. |
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