JAY MENTON: PARTNER, SENIOR WEALTH ADVISOR & TEAM LEADER, CURI RMB CAPITAL

As Partner, Senior Wealth Advisor, and Team Leader with Curi RMB Capital, Jay Menton offers an analytical approach to client service. “We bring deep and comprehensive team-based financial planning customized to our clients’ circumstances into every engagement—incorporating this information into portfolio construction, asset allocation, risk management, and exposure,” says Menton, who has an MBA from the University of Chicago Booth School of Business and a B.A. from Colgate University. “In addition to our service to executives, business owners, corporate services, multigenerational families, nonprofits, and private foundations, Curi has a unique and differentiated connection in health care and physician practices.” With more than 20 years of experience in financial services, investment management, and wealth advisory, he has worked as an advisor, portfolio manager, and director at a multigenerational family office. “I am passionate about the markets and have been intellectually engaged in the industry from an early age. I am naturally curious about people, business models, technology, and how things work,” he adds. “I view this industry as the perfect marriage of synthesizing complex data and personal connection and am fulfilled by helping clients and prospects achieve their goals—both large and small.” Menton has given back to the North Shore community as a youth coach for Kenilworth Lacrosse and as a delegate in the Kenilworth Citizens Advisory Committee. He’s also a member of the Lake Forest Open Lands Association, NextSeries Club, Greenhouse Scholars, and has volunteered as an alumni mentor and judge at the University of Chicago College New Venture Challenge.

For more information, visit rmbcap.com.