Robert Wellington Gwin

Finance

Consumer Services

Commercial Services

Active connections

Name	Gender	Age	Linked companies	Collaboration
Drew French	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	11 years
Andrew J. Wiechert	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	17 years
Mike Trigg	M	47	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	18 years
Jonathan G. Rigano	M	-	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.	6 years
Tom Fanter	M	-	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.	7 years
Greg Ise	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	10 years
Ty Matthew Baird	M	-	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.	7 years
John Kevin O'Connor	M	-	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.	7 years
Mike Tian	M	40	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	12 years
James D. Plumb	M	-	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.	7 years
Jeff Jones	M	-	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.	7 years
John Souter	M	-	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.	7 years
Sanjay Ayer	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	17 years
Charles Parker Henness	M	-	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.	7 years
William Horner	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	10 years
Jeffrey L. Bryden	M	-	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.	6 years
Don Kuanglun Kuo	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	19 years
C. Kumar N. Patel	M	85	University of California, Los Angeles	24 years
Michael Goldfarb	M	-	Vanderbilt University	30 years
Frank Litvak	M	-	University of California, Los Angeles	24 years
Gregory Lynn	M	59	University of California, Los Angeles	24 years
Dan Matola	M	-	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.	7 years
Ben Niu	M	-	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.	7 years
Eugene B. Shanks	M	77	Vanderbilt University	32 years
Matt Halkyard	M	-	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.	7 years
Sloane Waller Payne	M	57	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	20 years
Peter J. Bach	M	70	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.	7 years
Jeff Madden	M	-	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.	7 years
Chris Faber	M	-	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.	7 years
Ilhwa Lee	M	-	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.	7 years

Connections Chart

Multi-company connection

Former connections

Name	Gender	Age	Linked companies	Collaboration
Justin M. Sobaje	M	-	University of California, Los Angeles	9 years
Edward Fan	M	-	University of California, Los Angeles	5 years
Yan Gao	F	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	10 years
Chuck D. Leone	M	-	Vanderbilt University	7 years
Dorothy Daigle Pak	F	-	Vanderbilt University	7 years
Yoshinori Funato	M	57	Vanderbilt University	6 years
Valerie C. Benjamin	F	55	Accenture LLP Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.	12 years
Kevin Reher	M	-	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.	2 years
Jesse Draper	F	-	University of California, Los Angeles	4 years
Joshua A. Dean	M	-	University of California, Los Angeles	7 years
Roxanne Taylor	F	67	Accenture LLP Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.	-
Yu Hin Wang	M	38	University of California, Los Angeles	8 years
Scott A. Henry	M	-	University of California, Los Angeles	2 years
Jack K. Harrington	M	-	Vanderbilt University	7 years
Frank Majors	M	-	Vanderbilt University	6 years
Eric John Selle	M	-	Vanderbilt University	4 years
Neil G. Cumming	M	-	WCM Investment Management LLC WCM Investment Management LLC Investment ManagersFinance WCM Investment Management LLC (WCM) is a registered investment advisor headquartered in Laguna Beach, California. The firm was founded in 1976 and is a subsidiary of Thalia Street Partners LLC. WCM provides discretionary investment advisory services to Separately Managed Accounts, Mutual Funds, and Private Funds. The firm also participates as a sub-adviser in various wrap fee programs.	2 years
Terrance S. Lynn	M	-	Vanderbilt University	5 years
Robert L. Evans	M	71	Accenture LLP Accenture LLP Miscellaneous Commercial ServicesCommercial Services Accenture LLP provides management consulting, technology, and outsourcing services. Its services encompass customer relationship, finance, human resources, service, supply chain, information management, business process, and infrastructure outsourcing services. The company was founded in 1989 and is headquartered in Chicago, IL.	6 years
Will Ed Settle	M	-	Vanderbilt University	8 years
Jeffrey Hoskins	M	-	Vanderbilt University	5 years
Brian Lowery	M	-	University of California, Los Angeles	5 years
Benjamin Shapiro	M	40	University of California, Los Angeles	4 years
Francina Mendoza	F	-	University of California, Los Angeles	4 years
Thomas Kendall Vance	M	-	University of California, Los Angeles	3 years
Phillip Lee	M	-	University of California, Los Angeles	4 years
Lukas Mehring	M	-	University of California, Los Angeles	4 years
Guillermo Gualino	M	-	University of California, Los Angeles	2 years
Nicole Prado	F	-	University of California, Los Angeles	4 years
Qiao Liu	M	54	University of California, Los Angeles	3 years
Kalpen Suresh Modi	M	47	University of California, Los Angeles	4 years
Samir M Patel	M	-	University of California, Los Angeles	4 years
Chris Choi	M	-	University of California, Los Angeles	4 years
Vicki Hwang	F	-	University of California, Los Angeles	4 years
Dale Chang	M	-	University of California, Los Angeles	4 years
Gordon Kao	M	-	University of California, Los Angeles	4 years
Don Hoang	M	-	University of California, Los Angeles	4 years
Andrew Johns	M	-	University of California, Los Angeles	4 years
Xue Hua	M	-	University of California, Los Angeles	6 years
Wan Yee Chui	M	45	University of California, Los Angeles	4 years
Eric A. Wolking	M	49	University of California, Los Angeles	2 years
K. Murugan	M	49	University of California, Los Angeles	3 years
Belinda Wong	F	-	University of California, Los Angeles	4 years
Richard S. Mazer	M	-	University of California, Los Angeles	3 years
Steve Wachtel	M	50	University of California, Los Angeles	2 years
Justin Michael Kass	M	-	University of California, Los Angeles	2 years
Stephen N. Smith	M	53	University of California, Los Angeles	2 years
Florian Eitner	M	49	University of California, Los Angeles	2 years
Bryan Scordamaglia	M	-	University of California, Los Angeles	-
Pavel A. Sokolov	M	-	University of California, Los Angeles	3 years
Arik A. Ahitov	M	48	University of California, Los Angeles	2 years
Venant Chiang	M	47	University of California, Los Angeles	4 years
Marcus Frampton	M	44	University of California, Los Angeles	4 years
Kevin Maeda	M	-	University of California, Los Angeles	2 years
Angela Y. Chen	F	-	University of California, Los Angeles	4 years
José de la Torre	M	80	University of California, Los Angeles	16 years
Roy Rubin	M	-	University of California, Los Angeles	2 years
Matt Quinlan	M	-	University of California, Los Angeles	2 years
Zhiru Zhang	M	-	University of California, Los Angeles	5 years
David M. Hutchins	M	-	University of California, Los Angeles	4 years
Lauren L. Wheeler	F	-	University of California, Los Angeles	4 years
Ameetha Palanki	M	-	University of California, Los Angeles	4 years
Nima Khajehnouri	M	-	University of California, Los Angeles	1 years
Natalie Marie Gumina	F	-	University of California, Los Angeles	4 years
Eric Liu	M	-	University of California, Los Angeles	4 years
Chun Sheng Zhou	M	58	University of California, Los Angeles	4 years
Anthony J. Ippolito	M	-	University of California, Los Angeles	4 years
Jeffrey Campbell	M	-	University of California, Los Angeles	3 years
John W. Kittrell	M	-	University of California, Los Angeles	2 years
Faizal Kassamali	M	-	University of California, Los Angeles	4 years

Statistics

Country	Connections	% of total
United States	100	100.00%

Age of Connections

Active

Past

Male

Female

Members of the board

Executives

Origin of connections