Donald Allen Bechter

Employer firm

Curi Capital, LLC CRD 134249

$11.6B regulatory AUM 84 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → Present
  Rmb Capital Management
  Chicago, IL

Previous Registrations

• 2011-12-09 → 2022-12-31
  Rmb West, Llc
  Denver, CO

Other Businesses

MERITAGE ENTREPRENEURS FUND III, LP, 1600 WYNKORP DENVER, CO, 80202, START 06/2010, INVESTOR IN A PRIVATE EQUITY FUND CATALYST INVESTORS III, LP, 711 FIFTH AVE., SUITE 402, NY, NY 10022, INVESTOR IN PRIVATE EQUITY FUND, START 07/2010 STOUT STREET FUND I, LP 1200 17TH STREET, DENVER COLORADO, START OCTOBER 2010, INVESTOR IN A REAL ESTATE LOAN FUND FORT ALLEN LLC-PERSONAL HOLDING COMPANY

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-01-20

Designations

• Chartered Financial Analyst