Joseph John Burrello

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.

Founded in 1999, IronBridge Capital Management LP is a registered investment management firm located in Oakbrook Terrace, Illinois. IronBridge began as a subsidiary of HOLT Value Associates LP, which is the research firm that innovated the CFROI Valuation model and was ultimately acquired by Credit Suisse in February of 2002. The firm offers discretionary portfolio management services to institutions including mutual funds), pension and profit sharing plans, corporations, charitable/non-profit organizations, government entities and other pooled investment vehicles, as well as high net-worth individuals. IronBridge also provides sub-advisory services to private funds.

William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients.