Dan Matola, Cfa Email & Phone Number

I have over 20 years of experience in the family office space and have been with Curi RMB Capital since 2017. Prior to combining our firm with Curi RMB Capital in 2017, I served as President & Chief Investment Officer of Jacobus Wealth Management, Inc.As a Partner of the firm and Managing Director of Curi RMB Capital’s Family Office Services (FOS) team, I oversee our FOS team and work with some of the firm’s largest and most complex multi-generational clients. I engage closely with clients to help them reach their goals around preserving, growing, and transferring wealth. I collaborate with clients and their other trusted advisors to create customized strategies around estate and tax planning, investments, charitable giving, and family governance. The FOS team brings almost 400 years of experience across our core pillars of wealth planning, investment advisory, accounting and reporting, and administrative services. We work with existing family offices and serve families who prefer to outsource management.

Listed skills include Portfolio Management, Financial Analysis, Financial Planning, Financial Services, and 10 others.