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About
Nick Wilson serves as Managing Director and Vice Chairman at RMB Jacobus, a division of RMB CAPITAL MANAGEMENT, LLC, headquartered in Milwaukee, WI. In this leadership capacity since 1996, he oversees wealth management and investment strategies, working closely with high-net-worth individuals, families, and institutional clients.
He brings extensive expertise in equity and fixed income investments, as well as a deep understanding of multi-asset portfolio construction. His professional focus is on comprehensive financial planning, retirement planning, and asset allocation for private clients in the Midwest United States.
Nick Wilson earned his Bachelor of Arts from Hamilton College, laying a strong educational foundation for his multi-decade career in the investment industry. Through his tenure at RMB Jacobus, he is recognized for his client-centric approach, commitment to fiduciary standards, and significant contribution to the growth and continuity of independent wealth management in the Milwaukee region.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Jacobus Wealth Management | Managing Director | Apr 1996 to Present | — |
| Jacobus Wealth Management | Vice Chairman | Jan 1996 to Present | — |
Education
Hamilton College
Bachelor of Arts (B.A.), Economics, History
1961 — 1965
Skills & Expertise
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