Advisors who have earned their perspective.
Our team blends deep institutional knowledge with the next generation of advisory talent, spanning private wealth management, M&A, and ESOP transactions, united by a genuine commitment to the long-term outcomes of every client we serve.
The people behind the firm
Two disciplines. One team.
RBG Capital has practiced both private wealth management and investment banking since 1986, and our roster reflects it. Wealth managers and transaction advisors work side by side, in the same Scottsdale office, on behalf of the same clients.
Below you will find every member of the team (partners, directors, analysts, and associates), each with a profile of their own. We encourage you to read them: the people on this page are the people you will work with.
You can make and lose fortunes over again, but once you lose your credibility, you are done.
Advice from a longtime client, and the core philosophy of how we operate
Michael Walling · Partner, Corporate Finance & Investment Banking
Directors, analysts & associates
The team beside them.
05 Profiles
“The best time to plant a tree was 20 years ago. The second best time is now.”
Chinese Proverb, shared by Steve Lichtblau, Partner, Private Wealth Management
Remembering
In Memoriam
The right first step is a conversation.
Whether you’re planning your financial future or the future of your business, our team is ready to listen, and to earn the right to advise you.