Many people may very well recognize Paul Joyaux without even realizing who he is, but that will likely change soon now that his firm, RMB Capital, is establishing a new office in Michigan’s Great Southwest.
Paul is a Certfied Financial Planning professional who has been active across the region for a number of years despite the fact that his office is actually anchored in Chicago. Now, however, RMB Capital, an independent investment and advisory firm with approximately $8.8 billion in assets under management, has opened an office in Southwest Michigan. That new office is located at 500 Momany Drive in Suite 200, in St. Joseph. That’s the Edgewater District of St. Joe, north of the river.
The new location establishes a brick-and-mortar presence in a community that RMB has been a part of for decades, well prior to the firm’s 2005 inception. With approximately 300 clients in the area—including some client relationships that date back nearly 30 years—RMB advisors spend a great deal of time in Southwest Michigan. In addition to individual client meetings, the firm hosts multiple semiannual client events, a tradition that began in 1998.
The St. Joseph office will also enable RMB to deepen its engagement in the community and broaden its reach to other parts of the state. That effort will be supported by Chris Tarkowski, CFP, Vice President and Wealth Advisor, in the new Michigan office. He will be working closely with Paul Joyaux, CFP, Partner and Senior Wealth Advisor, and will focus on cultivating relationships with current clients.
Dimitri Eliopoulos is Partner & Managing Director for the Central Midwest division at RMB. He says, “The Southwest Michigan community has been like a home away from home for us, and we couldn’t be more excited about putting down roots here.” He adds, “It’s something we believe will be beneficial for our clients and our employees—and something we’ve been wanting to do for a long time—but our expansion decisions often hinge on finding the right people to represent us in a given market. With Chris on board, it’s all coming together.”
Tarkowski brings more than 14 years of diverse experience in financial services, including leadership roles in wealth management, private equity, and banking. Previously, he served as a United States Marine for six years, including two tours in Iraq as a combat engineer.
Tarkowski earned his bachelor’s degree in management from Davenport University and his MBA from Western Michigan University, and is also a Certified Financial Planner professional. He currently serves on the Board of Directors for Hands Up Foundation, which helps to provide food security for at-risk children in the Kalamazoo, area, and for the Corporal Christopher Kelly Willis Foundation, which funds college scholarships for the children of parents who were killed or permanently disabled in combat while serving in the U.S. Armed Forces.
RMB was recently named one of the Top 40 Independent Advisory Firms in the U.S. by Barron’s magazine, for the third straight year, and was also recognized by Financial Advisor magazine as one of the 50 fastest-growing firms in 2018. The firm also supports several non-profit community organizations in Southwest Michigan, including the Berrien Community Foundation, the Boys & Girls Club of Benton Harbor, First Tee of Benton Harbor, and Harbor Habitat for Humanity.
For high-net-worth individuals and families, RMB Wealth Management provides holistic financial planning services as well as asset allocation recommendations and investment implementation. Its goal is to pilot a personalized financial plan designed with each client’s best interests, unique needs, and long-term objectives in mind.
RMB Capital is an independent investment and advisory firm. Its businesses include wealth management, family office services, asset management, and retirement plan consulting. Headquartered in Chicago, RMB also has offices in Denver; Jackson Hole, Wyo.; Lake Forest, Ill.; Milwaukee; Minneapolis; New York; Oakbrook Terrace, Ill.; St. Joseph, Mich.; and Washington D.C. To learn more about RMB, visit www.rmbcap.com.
