Our Team Makes the Difference

Our Portfolio Management Team averages 25+ years of investment experience.

Our Team Makes the Difference

Portfolio Management & Fund Officers

bio-image

Christopher M. Graff, CFA®

Partner, Co-Chief Investment Officer, RMB Capital
President, RMB Investors Trust

×
bio-image

Christopher M. Graff, CFA®

Partner, Co-Chief Investment Officer, RMB Capital
President, RMB Investors Trust

Chicago

Chris leads the investment activities of RMB Asset Management, including asset allocation, manager research and selection, and security selection across multiple asset classes and investment strategies. For more than 15 years, Chris has conducted primary investment research and gained experience across the spectrum of asset classes, security types, investment styles, industry sectors, and market capitalizations. Chris has been with RMB Capital since inception in 2005, when he left UBS along with our co-founders and the rest of their team. Prior to UBS, he performed equity research at William Blair & Company. Chris earned a Bachelor’s degree in Finance with Honors from the University of Illinois at Urbana-Champaign and an MBA from the University of Chicago Booth School of Business. He is a CFA® charterholder and a member of the CFA Institute and CFA Society of Chicago. 

Joined RMB

Education

  • BS in Finance, University of Illinois at Urbana-Champaign
  • MBA, The University of Chicago Booth School of Business

Accredidations

  • Chartered Financial Analyst®

Affiliations

  • CFA Institute, Member
  • CFA Society Chicago, Member

Previous Experience

  • UBS Financial Services, Investments
  • William Blair & Company, Equity Research

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute

bio-image

Todd Griesbach, CFA®

Senior Vice President, Portfolio Manager, RMB Fund

×
bio-image

Todd Griesbach, CFA®

Senior Vice President, Portfolio Manager, RMB Fund

Chicago

When Todd joined RMB Capital in 2011, he brought 13 years of experience in analyzing equity securities and managing portfolios for mutual funds, institutions, and separately managed accounts. Prior to RMB, Todd worked as an equity analyst in Chicago for Columbia Wanger Asset Management and Ariel Investments. While rooted in value investing, his investment philosophy has developed and grown over the years to more fully encompass a “growth at a reasonable price” style. Todd is an alumnus of the University of Wisconsin-Madison, where he received a Bachelor’s degree in Accounting and Finance and also a Master of Science in Finance. Todd was recognized with a Chartered Financial Analyst (CFA) charter in 1999 and is currently a member of the CFA Society of Chicago.

Joined RMB

Education

  • BBA in Accounting and Finance, University of Wisconsin-Madison
  • MS in Finance, University of Wisconsin-Madison

Accredidations

  • Chartered Financial Analyst®

Affiliations

  • CFA Institute, Member
  • CFA Society Chicago, Member

Previous Experience

  • Columbia Wanger Asset Management, Equity Analyst
  • Ariel Capital, Equity Analyst

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute

bio-image

Anton V. Schutz

Portfolio Manager, RMB Mendon Financial Services Fund

×
bio-image

Anton V. Schutz

Portfolio Manager, RMB Mendon Financial Services Fund

Rochester

Anton joined RMB Capital in 2014, when the Mendon team combined with RMB Asset Management. Anton has been in the investment and risk management business since 1986, focusing on investment and portfolio management. He founded Mendon Capital in 1996 with a long/short and event-driven investment strategy focused exclusively on the financial services sector. Previously, he worked at RBC Dain Rauscher with an institutional sales trading role in the financial institutions group. Anton also spent 10 years at Chase Manhattan Bank, where he structured investment products utilizing hedge funds and also developed and applied financial risk strategies. Anton is often interviewed regarding his expertise in the financial services sector. He appears regularly as a guest on CNBC and Bloomberg, and has been quoted in The Wall Street Journal, Barron’s, The New York Times, Financial Times, Business Week, Investors’ Business Daily, Smart Money, and others. Anton obtained an MBA from Fordham University in 1988 and graduated from Franklin and Marshall College in 1986.

Joined RMB

Education

  • BA in Business Administration and Management, Franklin & Marshall College
  • MBA in Finance, Fordham University

Affiliations

  • BancAnalysts Association of Boston, Member

Previous Experience

  • Mendon Capital Advisors, President and Chief Investment Officer
  • RBC Dain Rauscher, Senior Vice President
  • Chase Manhattan Bank, Vice President

bio-image

Christopher C. Faber

Senior Vice President, Portfolio Manager, RMB Small Cap Fund and RMB SMID Cap Fund

×

Chris joined RMB Capital in 2017, when the IronBridge team combined with RMB Asset Management. Chris is the lead portfolio manager for the Small Cap Core and SMID Cap Core equity strategies. Prior to founding IronBridge in 1999, Chris was a founding member of HOLT Value Associates, L.P., where he worked with senior portfolio managers across the U.S. and Europe. Chris graduated from Drake University with a Bachelor’s degree in Corporate Finance.

Joined RMB

Education

  • BSBA in Corporate Finance, Drake University

Previous Experience

  • IronBridge Capital Management, L.P., Co-Founder, President, Strategy Head and Lead Portfolio Manager
  • HOLT Value Associates, L.P., Founding Partner

bio-image

Jeffrey B. Madden

Senior Vice President, Portfolio Manager, RMB Small Cap Fund and RMB SMID Cap Fund

×

Jeff joined RMB Capital in 2017, when the IronBridge team combined with RMB Asset Management. He started at IronBridge as an equity analyst in 2001, became a co-portfolio manager for the Small Cap Core and SMID Cap Core strategies in 2004, and became portfolio manager for the U.S. Alpha strategy at its inception in late 2014. Prior to joining IronBridge, Jeff worked at Accenture in the Retail Management Consulting Practice. Jeff is an active board member of the Heartland Institute, which focuses on free-market-based programs to boost economic progress for those on all rungs of the income ladder; Leading India’s Future Today, which offers educational programs attuned to sound economic thinking; and the Bartley J. Madden Foundation, which creates employment opportunities for those most in need. He also serves on the Executive Council for the Cara Program. Jeff graduated from the University of Iowa with Business Honors and Distinction.

Joined RMB

Education

  • BAA in Finance, University of Iowa

Affiliations

  • LIFT Foundation, Board of Directors
  • Heartland Institute, Board Member
  • The Cara Program, Executive Council

Previous Experience

  • IronBridge Capital Management, L.P., Partner and Portfolio Manager
  • Accenture, Retail Management Consultant

bio-image

Masakazu Hosomizu, CFA®

Partner, Portfolio Manager, RMB International Fund and RMB Japan Fund

×
bio-image

Masakazu Hosomizu, CFA®

Partner, Portfolio Manager, RMB International Fund and RMB Japan Fund

Chicago

Masa joined RMB Capital in September 2013 as a portfolio manager for RMB Asset Management. In his role, Masa directly oversees the firm’s international equity investments, engaging in a disciplined research process that includes both qualitative and quantitative analysis, which is supported by regular research travels for meetings with companies and their management teams. Prior to joining RMB, Masa spent eight years with Coghill Capital Management and held various roles within Nomura Securities Company, the largest brokerage and investment banking firm in Japan. Masa earned his Bachelor’s degree in Law from The University of Tokyo, his MBA in Finance and Accounting from The University of Chicago, and is a CFA® charterholder.”

Joined RMB

Education

  • BA in Law, The University of Tokyo
  • MBA in Finance and Accounting, The University of Chicago Booth School of Business

Accredidations

  • Chartered Financial Analyst®

Affiliations

  • CFA Institute, Member

Previous Experience

  • Coghill Capital Management, Portfolio Manager, Equity Research Analyst
  • Nomura Securities Company, Financial Consultant, Japanese Equity Sales

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute

bio-image

Maher Harb

Partner, Chief Financial Officer, RMB Capital
CFO and Treasurer, RMB Investors Trust

×
bio-image

Maher Harb

Partner, Chief Financial Officer, RMB Capital
CFO and Treasurer, RMB Investors Trust

Chicago

Maher came to RMB Capital in 2008 with diverse experience in the financial industry. He previously held key leadership roles in corporate and fund accounting, investment analysis, and back-office operations. Maher joined the RMB team because he was impressed with the company’s high ethical standards, hardworking culture, and dedication to clients. Maher received a Bachelor’s degree in Accounting from Northeastern Illinois University and earned his MBA with a concentration in Finance from DePaul University Kellstadt Graduate School of Business. He obtained his Certified Public Accountant designation and began working in the investment management industry in 1992. Maher serves as the treasurer of St. Mark Coptic Orthodox Church of Chicago and is a member of the Alliance of Merger & Acquisition Advisors.

Joined RMB

Education

  • BS in Accounting, Northeastern Illinois University
  • MBA in Finance, Kellstadt Graduate School of Business at DePaul University

Affiliations

  • St. Mark's Coptic Orthodox Church, Treasurer
  • Alliance of Merger & Acquisition Advisors, Member

Previous Experience

  • Harb Financial, Principal
  • Parson Group LLC, Consultant/Project Manager
  • First Union Securities, Senior Institutional Consulting Associate
  • Noddings Investment Group, Research Analyst/Senior Accountant

bio-image

Laura Flentye

Partner, Chief Administrative Officer, RMB Capital
Senior Vice President and Secretary, RMB Investors Trust

×
bio-image

Laura Flentye

Partner, Chief Administrative Officer, RMB Capital
Senior Vice President and Secretary, RMB Investors Trust

Chicago

Laura joined RMB Capital in January 2017 with 18 years of investment management experience. Most recently, she was the chief operating officer and chief compliance officer at Cupps Capital Management and, prior to that, she was a business manager at Strong Capital Management. Before working in financial services, Laura was in account management in the advertising industry for Fortune 500 clients at BBDO, DDB Needham, and Fallon McElligott. Laura earned her Bachelor’s degree in English and Psychology from Boston College.

Joined RMB

Education

  • BA in English and Psychology, Boston College

Previous Experience

  • Cupps Capital Management, Chief Operating Officer, Chief Compliance Officer
  • Strong Capital Management, Business Manager
  • DDB Needham, Account Supervisor
  • Fallon McElligott, Account Supervisor
  • BBDO, Senior Account Executive

bio-image

Frank Passantino

Manager, Mutual Fund Operations, RMB Capital
First Vice President, Assistant Secretary, RMB Investors Trust

×
bio-image

Frank Passantino

Manager, Mutual Fund Operations, RMB Capital
First Vice President, Assistant Secretary, RMB Investors Trust

New York

Joined RMB

Education

  • BS in Business Administration, St. Francis College

Previous Experience

  • Burnham Asset Management, First Vice President Mutual Fund Operations & Shareholder Services
  • Burnham Investors Trust, First Vice President & Anti-Money Laundering Compliance Officer
  • The Bank of New York – Mutual Fund Division, Relationship Management Group – Senior Client Services Administrator
  • The Bank of New York, Corporate Agencies Management Training Program

bio-image

John Davis

Chief Compliance Officer, RMB Capital and RMB Investors Trust

×
bio-image

John Davis

Chief Compliance Officer, RMB Capital and RMB Investors Trust

Chicago

John joined RMB in June 2017, bringing more than 20 years of combined experience in the investment management and financial services industries. In his previous roles, John served as the Chief Compliance Officer at IronBridge Capital Management, L.P. and IronBridge Funds, Inc., Chief Compliance Officer and Financial Operations Principal at HVA Brokerage Services, LLC., and Operations Manager and Senior Compliance Officer at William M. Mercer Securities Corporation. John earned his BS in Finance and Business Law from Ohio University.

Joined RMB

Education

  • BS in Finance and Business Law, Ohio University

Previous Experience

  • IronBridge Capital Management, L.P. and IronBridge Funds, Inc., Chief Compliance Officer
  • HVA Brokerage Services, LLC., Chief Compliance Officer and Financial and Operations Principal
  • William M. Mercer Securities Corporation, Operations Manager and Senior Compliance Officer

 

Business Development & Client Service

bio-image

Krista L. Rivers

Senior Vice President , Director of Institutional Client Service, RMB Capital
Senior Vice President, RMB Investors Trust

×
bio-image

Krista L. Rivers

Senior Vice President , Director of Institutional Client Service, RMB Capital
Senior Vice President, RMB Investors Trust

Chicago

Prior to joining RMB Capital in 2014, Krista spent more than 20 years at Ariel Investments in Chicago, most recently managing the institutional distribution efforts for the firm’s separately managed account and mutual fund offerings. In this capacity, she oversaw the marketing and client service efforts to consultants, corporate, public and Taft-Hartley pension plans, and defined contribution plans, as well as financial advisors and third-party distributors. Krista has a BBA in International Business and Marketing from Ohio University.

Joined RMB

Education

  • BBA in International Business and Marketing, Ohio University

Previous Experience

  • Ariel Investments, LLC, Senior Vice President, Director of Institutional Client Service & Marketing

bio-image

Craig Andrzejewski

Vice President, Regional Sales

×
bio-image

Craig Andrzejewski

Vice President, Regional Sales

New York

Prior to joining RMB in July 2016, Craig worked for Burnham Asset Management. His role focused on distribution of the firm’s mutual fund and hedge fund offerings, primarily targeting family offices, endowments, financial advisors, and Registered Investment Advisory firms. Craig has a BA in Political Science from the University of Pennsylvania. Craig has his Series 7 and 63 License and resides in New York City.

Joined RMB

Education

  • BA, University of Pennsylvania

Affiliations

  • Penn Lacrosse Young Alumni Committee, Member

Previous Experience

  • Burnham Asset Management, Vice President
  • Mara Investments LLC, Director of Business Development
  • Laidlaw & Company (UK), Ltd., Financial Advisor

bio-image

Leah Hoagland

Regional Sales Associate

×
bio-image

Leah Hoagland

Regional Sales Associate

Chicago

Prior to joining RMB in May 2014, Leah held planning and sales positions at Abbott Nutrition and Wilson Sporting Goods. Upon joining RMB, Leah worked in wealth management and gained years of experience as part of RMB Capital family office services team before transitioning to the asset management side of business. She earned her BA in history from Princeton University.

Joined RMB

Education

  • BA in History, Princeton University

Previous Experience

  • Wilson Sporting Goods, Retail Demand Planner
  • Abbott Nutrition, Retail Sales Representative

bio-image

Matt Halkyard, CFA®

Senior Vice President, Portfolio Specialist

×
bio-image

Matt Halkyard, CFA®

Senior Vice President, Portfolio Specialist

Chicago

Matt joined RMB Capital in 2017, when the IronBridge team combined with RMB Asset Management. Matt joined IronBridge in 2005 and helped found the Global Focus equity strategy as a co-portfolio manager. He became the strategy head and lead portfolio manager in 2011. In addition to his responsibilities on the Global team, Matt served as co-portfolio manager for the Large Cap Core strategy from 2008 through 2010. Prior to joining IronBridge, Matt was the director of small- and mid-cap operations for Credit Suisse in London. Prior to the Credit Suisse acquisition of HOLT Value Associates, L.P., Matt was managing director of HOLT’s European operations. He joined HOLT in 1994 as a portfolio representative and worked with a number of major buy-side clients/firms. Matt graduated from Indiana University with a Bachelor’s degree in Accounting and is a CFA® charterholder.

Joined RMB

Education

  • BS in Accounting, Indiana University

Accredidations

  • Chartered Financial Analyst®

Affiliations

  • CFA Institute, Member
  • Village of Glen Ellyn, Finance Committee Chairman
  • Glenbard West High School, Lacrosse Coach
  • Glen Ellyn Bulldogs Lacrosse, Founder and Chair

Previous Experience

  • IronBridge Capital Management, L.P., Strategy Head and Lead Portfolio Manager for Global Equities
  • Credit Suisse, Director of Small and Mid Cap Sales Research
  • HOLT Value Associates, L.P., Managing Director of European Operations

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

bio-image

T. Sadler Stukes, Jr., CFA®

Senior Vice President, Portfolio Specialist

×
bio-image

T. Sadler Stukes, Jr., CFA®

Senior Vice President, Portfolio Specialist

Satellite

Sadler joined RMB Capital in March 2017, bringing nearly 20 years of financial services experience. Before RMB, he spent 15 years at Sandler O’Neill & Partners LP, where he served as the managing director in equity research sales, covering institutional investors in the southeast and financial-dedicated funds nationwide. Sadler began his career in investment banking as an equity sales and trading associate at Trident Securities, Inc. He earned his Bachelor’s degree in American Studies from the University of North Carolina at Chapel Hill and is a CFA® charterholder.

Joined RMB

Education

  • BA in American Studies, University of North Carolina at Chapel Hill

Accredidations

  • Chartered Financial Analyst®

Affiliations

  • CFA Institute, Member
  • Atlanta Society of Finance and Investment Professionals, Member

Previous Experience

  • Sandler O’Neill & Partners, Managing Director, Equities
  • Trident Securities, Inc, Associate, Equity Sales and Trading

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

 

Research Analysts

bio-image

Thomas Fanter

Partner, Director of Research

×
bio-image

Thomas Fanter

Partner, Director of Research

Chicago

Tom joined RMB Capital in 2017, when the IronBridge team combined with RMB Asset Management. In addition to his role as Director of Research and team leader of the RMB Research Core, Tom is responsible for providing regular analytical insights on equities in the information technology and communications services sectors. Tom joined IronBridge as an equity analyst in 2004 and became a co-portfolio manager on the Small Cap Core and SMID Cap Core equity strategies in 2011. While in graduate school, Tom completed internships with both IronBridge and Microsoft Corporation. Prior to that, he worked as a software engineer for both Divine, Inc. and Motorola, Inc. Tom graduated from Northwestern University with a Bachelor’s degree in Industrial Engineering and Management Sciences and earned an MBA with concentrations in Accounting and Finance from the Kellogg School of Management at Northwestern University.

Joined RMB

Education

  • BS in Industrial Engineering and Management Sciences, Northwestern University
  • MBA, Northwestern University

Previous Experience

  • IronBridge Capital Management, L.P., Portfolio Manager and Equity Analyst
  • Motorola, Inc., Software Engineer
  • Divine, Inc., Software Engineer

bio-image

John O'Connor, CFA®

Vice President, Senior Analyst

×
bio-image

John O'Connor, CFA®

Vice President, Senior Analyst

Chicago

Joined RMB

Education

  • BS in Finance, Butler University
  • MBA, Northwestern University

Accredidations

  • Chartered Financial Analyst®

Previous Experience

  • IronBridge Capital Management, L.P., Portfolio Manager and Equity Analyst
  • Credit Suisse HOLT, Vice President
  • HOLT Value Associates, L.P., Analyst
  • First Union Securities, Mutual Fund Analyst
  • The Windsor Group, Ltd., Mutual Fund Analyst

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

bio-image

Jeff Jones, CFA®, CPA

Vice President, Senior Analyst

×
bio-image

Jeff Jones, CFA®, CPA

Vice President, Senior Analyst

Chicago

Joined RMB

Education

  • BBA in Accounting, University of Notre Dame
  • MBA, University of Chicago

Accredidations

  • Chartered Financial Analyst®
  • Certified Public Accountant®

Previous Experience

  • IronBridge Capital Management, L.P., Equity Analyst
  • Credit Suisse HOLT, Vice President
  • PricewaterhouseCoopers LLP, Auditor

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

bio-image

Charles P. Henness Jr., CFA®

Vice President, Senior Analyst

×
bio-image

Charles P. Henness Jr., CFA®

Vice President, Senior Analyst

Chicago

Joined RMB

Education

  • BS in Accounting, University of Illinois

Accredidations

  • Chartered Financial Analyst®

Previous Experience

  • IronBridge Capital Management, L.P., Portfolio Manager, Equity Analyst
  • Zurich Scudder Investments, Manager in Investment Operations

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

bio-image

James D. Plumb

Vice President, Senior Analyst

×
bio-image

James D. Plumb

Vice President, Senior Analyst

Chicago

Joined RMB

Education

  • BS in Business, Miami University

Previous Experience

  • IronBridge Capital Management, L.P., Equity Analyst

bio-image

Ben Niu, Ph.D., CFA®, FRM®

Vice President, Senior Analyst

×
bio-image

Ben Niu, Ph.D., CFA®, FRM®

Vice President, Senior Analyst

Chicago

Joined RMB

Education

  • BS in Applied Mathematics, Xiamen University
  • Ph.D. in Applied Mathematics, Illinois Institute of Technology

Accredidations

  • Chartered Financial Analyst®
  • Financial Risk Manager

Previous Experience

  • IronBridge Capital Management, L.P., Advanced Financial Modeling Analyst

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.

bio-image

Ilhwa Lee, CFA®

Vice President, Senior Analyst

×
bio-image

Ilhwa Lee, CFA®

Vice President, Senior Analyst

Chicago

Joined RMB

Education

  • B.A in Economics and Psychology, Seoul National University
  • MBA, The University of Chicago Booth School of Business

Accredidations

  • Chartered Financial Analyst®

Previous Experience

  • Crystal Rock Capital Management, Equity Research Analyst
  • Cambridge Associates Asia Pte Ltd, Investment Director
  • Artisan Partners, Equity Research Intern
  • Mirae Asset Securities, Quant Analyst

CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.