Profilo
Robert Richard Lapointe formerly worked at Clarica US, Inc., as Director of Wealth Management, Jacobus Wealth Management, Inc., as Managing Director & Chief Compliance Officer from 2010 to 2017, Curi RMB Capital LLC, as Wealth Advisor from 2017 to 2020, and Midland Doherty Ltd., as Vice President.
Mr. Lapointe received his undergraduate degree in 1974 from the University of Manitoba.
Precedenti posizioni note di Bob Lapointe
| Società | Posizione | Fine |
|---|---|---|
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. | Gestore di Portafoglio-Azioni | 01/10/2020 |
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. | Responsabile della Conformità | 30/11/2017 |
| Midland Doherty Ltd. | Corporate Officer/Principal | - |
Clarica US, Inc.
 Clarica US, Inc. Multi-Line InsuranceFinance Clarica US, Inc. is based in Brookfield, WI. Part of Sammons Enterprises, Inc., Clarica US, Inc. is a company that underwrites life and health insurance, reinsurance, and pension schemes. Clarica US was acquired by Midland National Life Insurance Co. from Sun Life Financial, Inc. on January 07, 2003 for $286 million. | Corporate Officer/Principal | - |
Formazione di Bob Lapointe
| University of Manitoba | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 4 |
|---|---|
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 |
Clarica US, Inc.
Clarica US, Inc. Multi-Line InsuranceFinance Clarica US, Inc. is based in Brookfield, WI. Part of Sammons Enterprises, Inc., Clarica US, Inc. is a company that underwrites life and health insurance, reinsurance, and pension schemes. Clarica US was acquired by Midland National Life Insurance Co. from Sun Life Financial, Inc. on January 07, 2003 for $286 million. | 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 |
| Midland Doherty Ltd. |
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