Great company - Avis employé Marketing Manager Curi RMB Capital

The work culture felt like a family. The firm is continuing to expand in order to provide the best product offerings to customers, including new services like wealth builder for lower net-worth clients, and the recent merger with Curi Capital giving them access to a new clientele base.

Wish people came into the office more consistently

-Employee owned by select elite -MegaRoth 401k -A lot of meetings to hear from employees -Year end Holiday party has open bar -Plenty of associates who are eager to help

-Low 401k match -Favoritism instead of merit based pay and bonus -Restrictive covenants in non-solicit are punitive; they expect us all to finish our career here. But they can lay us off at anytime and our clients can’t follow us even if they want to. Very one sided. -client performance reporting only goes back two years -fees are too high and investment performance lags -management succession hinges on only one key employee