R.B.G Capital & Associates was established in 1986 and is owned and managed entirely by active employees. We are a cohesive team of highly accomplished professionals with over 100 years of combined experience in wealth management and business succession. We utilize a team approach, combining our firm’s collective knowledge and expertise into a collaborative, dynamic, and rigorous process that integrates client goals and objectives into comprehensive client-specific solutions.
Partner | Director of Corporation Finance
Steven Lichtblau, ChFC
Partner | Director of Wealth Management
Partner | Chief Investment Officer
Christopher Gee is CIO and leads the firm’s development and communication of investment strategies and policies, supervises and oversees the investment process, and makes decisions on asset allocation, external investment...
VP of Wealth Management
VP of Business Development | Corporate Finance
Tim works in the firm’s Investment Banking Division as VP of Business Development, Corporate Finance with an emphasis on the firm’s Employee Stock Option Plan (ESOP) business. He holds both a Business Degree and Law Degree...
Sreeya Bhupathiraju joined RBG Capital in the summer of 2022 as an analyst intern. Originally fromHyderabad, India, Sreeya moved to the United States in 2021 to pursue her master’s degree inquantitative finance at Rutgers...
Roy Schieffer, CFP
In Memoriam 8/22/1949-12/27/2021