Ultra High Net Worth Team Partners with Arkadios Capital, Establishing Boutique Firm KRM Investment Counsel [Yahoo! Finance]
Wintrust Financial Corporation (WTFC)
Last wintrust financial corporation earnings: 4/21 06:15 pm
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Source: Yahoo! Finance
nationwide, announces that KRM Investment Counsel, a wealth management group with more than $350 million in assets under management will join their community of Advisors. Founded by Jim Rapp Justin Klestinski , CFA, June DiNardo and Alex Marmitt , WMCP, the firm brings together over 70 years of combined experience and serves just over 40 ultra-high-net-worth families. KRM Investment Counsel maintains offices in Chicago Sarasota and Naples , and joins Arkadios from Wintrust Wealth Management, a division of Wintrust Bank. "KRM exemplifies the caliber of institutional-quality firms we are proud to support," said Paul Pilcher of Arkadios Capital. "Their transition underscores the value of our platform for elite advisors seeking the freedom to tailor solutions and deepen relationships. We welcome Jim, Justin, Alex and their team, and we're excited to help them grow their business." The move to Arkadios reflects KRM's decision to embrace independence and deliver greater flexibility, d
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WTFC
News
- Wintrust Financial (NASDAQ:WTFC) had its "overweight" rating reaffirmed by analysts at Barclays PLC.MarketBeat
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- Wintrust Financial (NASDAQ:WTFC) had its "buy (b-)" rating reaffirmed by analysts at <a style="font-weight:bold" href="https://weissratings.com/">Weiss Ratings</a>.MarketBeat
WTFC
Earnings
- 10/20/25 - Beat
WTFC
Sec Filings
- 12/16/25 - Form 8-K
- 12/8/25 - Form 8-K
- 11/28/25 - Form 4
- WTFC's page on the SEC website