Our Team

Our Team


 

RB Capital Management, LLC continues to grow and add experienced and qualified portfolio managers, investment advisors, and support staff. The team together offers a very diverse background, expertise, and have achieved industry designations such as Certified Financial Planner and Certified Investment Management Analyst. We strive to provide superior investment and financial planning advice while delivering the highest level of service.

 

Officers & Staff

   
Rob Ballan

Rob Ballan

Chief Executive Officer
Chief Investment Officer

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Shawn Young, MS

Shawn Young, MS

COO / CCO
Investment Analyst / Advisor

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Tricia Kaye

Tricia Kaye

Operations Manager

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Advisors

   
Joshua Carpenter

Joshua Carpenter

Investment Advisor

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Gary DeMera

Gary DeMera

Investment Advisor

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Craig Frieders, AIF, CIMA

Craig Frieders, AIF, CIMA

Senior Investment Advisor

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Kevin Hook, CFP®

Kevin Hook, CFP®

Senior Investment Advisor

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Kevin La Mont, ChFC®

Kevin La Mont, ChFC®

VP – Advance Planning and Investments

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Robert Leiphart, CFP®

Robert Leiphart, CFP®

Senior Financial Planner

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John Marty

John Marty

Investment Advisor

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Mary Ann McCarthy

Mary Ann McCarthy

Retirement Plan Services

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John Mullen, MS

John Mullen, MS

Investment Advisor

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Sub-Advisors

Sub-Advisors

Sub-Advisors

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