Krista Rivers

Senior Vice President, Director of Institutional Client Service at RMB Capital Management LLC

Krista Rivers

Krista Rivers

Senior Vice President, Director of Institutional Client Service at RMB Capital Management LLC

Biography

Krista Rivers, CFP®

S.V.P., Director of Institutional Client Service

Location:
Chicago

Joined RMB:
November 2014

Education:

BBA in International Business and Marketing, Ohio University

Accreditations:

Certified Finanancial Planner™

Previous Experience:

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

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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Overview
RelSci Relationships

413

Number of Boards

1

Number of Awards

1

Relationships
RelSci Relationships are individuals Krista Rivers likely has professional access to. A relationship does not necessarily indicate a personal connection.

Partner, Portfolio Manager at RMB Capital Management LLC

Relationship likelihood: Strong

Senior Vice President & Portfolio Manager at RMB Capital Management LLC

Relationship likelihood: Strong

President & Chief Executive Officer at UCAN - Uhlich Children's Advantage Network

Relationship likelihood: Strong

Professional at Society of Professional Asset Managers & Record Keepers

Relationship likelihood: Strong

Vice President & Director at Newport Group Securities, Inc.

Relationship likelihood: Strong

Former Managing Director, Head of Institutional & Retirement at F-Squared Investments, Inc.

Relationship likelihood: Strong

Managing Director & Head of Americas Retail & Intermediary at PineBridge Investments LLC

Relationship likelihood: Strong

Director of Sub-Advisory & Defined Contribution at Standard Life Investments

Relationship likelihood: Strong

Senior Vice President & Managing Director at Northern Trust Investments, Inc.

Relationship likelihood: Strong

Partner & Chief Investment Officer at DiMeo Schneider & Associates LLC

Relationship likelihood: Strong

Paths to Krista Rivers
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Krista Rivers
Senior Vice President, Director of Institutional Client Service at RMB Capital Management LLC
Education
BA in Business Administration

Ohio University is a major U.S. public research university located on a 1,850-acre campus in Athens, Ohio, United States. Founded in 1804, it was the first university established in the former Northwest Territory and Ohio, and is the ninth oldest public university in the United States. Five regional campuses and e-learning programs further extend educational access and opportunity to students across southern Ohio and bring the total student population to more than 35,000.

Career History
Senior Vice President, Director of Institutional Client Service
Current

RMB Capital Management (RMB) establishes personalized asset allocations based on each client's specific investment goals, time horizons, risk tolerances, income requirements and total asset levels. Once they have determined the appropriate asset mix, they assess the optimal implementation through an open architecture investment platform. The firm manages core assets, such as fixed-income securities and domestic stocks, directly in an effort to lower costs, control risk and make the process more transparent and tax efficient. These core assets are supplemented with sub-advised investments in asset classes such as international stocks and non-traditional fixed-income securities.RMB's equity portfolios focus on small- and medium size companies with considerable growth potential or larger companies with less volatile earnings growth and increasing dividends. Their equity investment strategies include Core Equity, Dividend Growth and Special Situations.RMB's Fixed-Income investment approach seeks to achieve capital preservation, while generating regular income. The firm offers taxable and tax-exempt fixed income strategies. These strategies focus is on high-quality credits, while applying a low duration strategy.RMB offers access to various alternative investment including Strategic Fixed Income, Hedge Funds, Private Equity, Real Estate and other Real Assets.

Director, Institutional Client Service & Marketing
Prior

Ariel utilizes a bottom-up, fundamental analysis to select quality company stocks. The firm has three investment strategy approaches offered: traditional value, deep value and global. They use different research processes for each strategies. For traditional value, they monitor a proprietary watch list which is comprised of current, former and potential new investments. The research process of deep value begins with the screening of companies on size, valuation and industry parameters. Lastly, for global strategies, they first seek to reduce the risk of large investment losses by quantitatively and qualitatively identifying and eliminating businesses that have the highest propensity to fail, based on their judgment. The firm's investment decisions will primarily be derived from bottom-up fundamental research and stock picking and are made by the portfolio manager.

Boards & Committees
Secretary
1993 - ?

Uhlich Children's Advantage Network provides healthcare services. Its programs include preventing violence, healing trauma, building strong families, and educating and empowering youth. The company was founded in 1869 and is headquartered in Chicago, IL.

Board Member
Tenure Unconfirmed

The Defined Contribution Institutional Investment Association (DCIIA) is a member-driven non-profit association of defined contribution stakeholders who are dedicated to enhancing the retirement security of American workers. DCIIA was founded in 2010 by 42 founding members, all of whom remain active with the organization, and today has more than 140 organizations within its membership. Members include investment managers, consultants, law firms, record keepers, insurance companies, plan sponsors, and others committed to the best interests of plan participants.

Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$50K - $100K
2016

Uhlich Children's Advantage Network provides healthcare services. Its programs include preventing violence, healing trauma, building strong families, and educating and empowering youth. The company was founded in 1869 and is headquartered in Chicago, IL.

Political Donations
$500
2012

Senior Advisor for International Education at The United States Agency for International Development

$2,000
2010

Senior Director at The Bank of New York Mellon Corp. (Wealth Management)

$250
2010

Vice President, Global Development at AAR Corp.

Awards & Honors
CFP (Certified Financial Planner)
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