Dan Matola
Directeur/Membre du Conseil chez BrightStar Wisconsin Foundation, Inc.
Profil
Mr. Daniel J.
Matola, CFA, is a Partner & Senior Relationship Manager at Curi RMB Capital LLC and a Treasurer & Director at BrightStar Wisconsin Foundation, Inc. He is on the Board of Directors at BrightStar Wisconsin Foundation, Inc. He is responsible for client relationship management, including involvement in the strategic financial planning and investment advisory aspects of complex family situations.
In this role, he works closely with clients’ other trusted advisors to develop a coordinated approach to their needs.
He also serves on the firm's Real Estate and Private Equity investment sub-committees.
Mr. Matola joined RMB Capital in 2017 when Jacobus Wealth Management (JWM) combined with RMB.
He launched his career in 2002 at JWM, where he gained over 15 years’ experience working with ultra-high-net-worth families as a client relationship manager.
Most recently, he served as JWM's President, Chief Investment Officer, and chairman of the investment committee.
In these roles, Dan was responsible for setting organizational strategy, overseeing the firm's investment advisory and wealth management functions, and leading the portfolio management process.
He earned his bachelor’s degree in business administration from the University of Wisconsin-Whitewater and participated in the university's Applied Investments Program.
He is a CFA charter holder and a member of the CFA Society of Milwaukee.
Postes actifs de Dan Matola
| Sociétés | Poste | Début |
|---|---|---|
BrightStar Wisconsin Foundation, Inc.
 BrightStar Wisconsin Foundation, Inc. Investment ManagersFinance BrightStar Wisconsin Foundation, Inc. operates as an non-profit organization focused on funding for-profit early-stage companies. BSW works with government, educational institutions, other charitable organizations, angel groups and venture funds to identify, invest or co-invest in, mentor and promote fast growing early stage companies to create technology based jobs in Wisconsin. The company was founded in 2013 and is headquartered in Milwaukee, WI. | Directeur/Membre du Conseil | - |
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. | Gestionnaire de Portefeuille-Actions | 01/11/2017 |
Anciens postes connus de Dan Matola
| Sociétés | Poste | Fin |
|---|---|---|
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. | President | 30/11/2017 |
Formation de Dan Matola
| University of Wisconsin | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
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Exécutifs
Sociétés liées
| Entreprise privées | 3 |
|---|---|
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 |
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 |
BrightStar Wisconsin Foundation, Inc.
BrightStar Wisconsin Foundation, Inc. Investment ManagersFinance BrightStar Wisconsin Foundation, Inc. operates as an non-profit organization focused on funding for-profit early-stage companies. BSW works with government, educational institutions, other charitable organizations, angel groups and venture funds to identify, invest or co-invest in, mentor and promote fast growing early stage companies to create technology based jobs in Wisconsin. The company was founded in 2013 and is headquartered in Milwaukee, WI. | Finance |