DENVER & CHICAGO--(BUSINESS WIRE)--RMB Capital (RMB), an independent investment advisory firm with $3 billion in assets under management, announced that John Bohan, CFP®, has joined RMB Wealth Management as a senior wealth manager in the firm's Denver, Colorado office.
In his role, Bohan is responsible for providing in-depth advisory services to his clients, including comprehensive financial planning and investment solutions designed to help clients meet their long-term financial goals.
“We continue to expand our team in order to provide a consistently high level of service for our clients,” said Don Bechter, chief executive officer of RMB West, the Denver-based affiliate of RMB Capital. “In addition to adding to the firm's wealth management leadership, John is also someone who is highly involved in the Denver community both professionally and from a philanthropic standpoint.”
Bohan’s industry background includes several years as a senior private wealth advisor. Immediately prior to RMB, he served as managing director at CoBiz Wealth Management, focused on new business development, relationship management, and wealth advisory for high-net-worth clients. Bohan had previously built the firm’s financial planning department and its end-to-end financial planning process for clients. Bohan earned a bachelor's degree in business administration from the University of Kansas and is a CERTIFIED FINANCIAL PLANNER™ (CFP®).
ABOUT RMB WEALTH MANAGEMENT
The firm's wealth management philosophy is rooted in a dedication to knowing its clients personally, so that RMB can thoroughly understand client goals, interests, concerns, and risk tolerances. RMB collaborates with clients’ other trusted advisors (estate attorneys, tax advisors, and corporate benefits managers), making certain the firm is completely aware of all aspects of clients’ finances. By taking each client’s entire situation into consideration, RMB is able to create a customized and comprehensive wealth management plan, including asset allocation and investment recommendations based on a client’s individual goals for wealth preservation and growth.
ABOUT RMB CAPITAL
RMB Capital is an investment advisory firm that provides affluent individuals and institutional clients with a high standard of care and is dedicated to serving their best interests. RMB operates in four distinct business units: wealth management, asset management, alternative investments, and retirement plan consulting. RMB is headquartered in Chicago with offices in Denver and Jackson Hole, Wyoming. To learn more about RMB Capital, visit www.rmbcap.com.
