Investment Committee

 

The RB Capital Management, LLC Investment Committee discusses and identifies investment opportunities for our clients. The Committee has a particular focus on mutual funds and has created a preferred list of funds. These funds span across several asset classes including Large Cap, Small Cap, International, Balanced, and Bond funds.

 
Rob Ballan

Rob Ballan

Chief Executive Officer
Chief Investment Officer

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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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John Mullen, MS

John Mullen, MS

Investment Advisor

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Shawn Young, MS

Shawn Young, MS

COO / CCO
Investment Analyst / Investment Advisor

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Rob Leiphart, CFP®

Rob Leiphart, CFP®

Senior Financial Planner

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