Curi, a national healthcare advisory firm comprised of three distinct businesses: Curi Advisory, Curi Capital and Curi Insurance, announced a definitive agreement to acquire a majority stake of RMB Capital (“RMB”), a registered investment advisory firm with more than $9.6 billion in assets under advisement. As part of the agreement, Curi Capital, a registered investment advisory firm with approximately $1.6 billion in assets under advisement, will merge with RMB. “Curi is dedicated to being the trusted partner that our clients instinctively call on to drive success in their professional and personal lives, with a continued focus on physicians and the healthcare community,” said Jason Sandner, CEO, Curi.
Read the full article: Curi Capital to Merge with RMB Capital //
Source: https://www.businesswire.com/news/home/20231121382511/en/Curi-Capital-to-Merge-with-RMB-Capital