Robert Finley, financial advisor Barrington IL

Robert Finley

CRD Number: 6630435
Current Firm: Virtue Asset Management LLC
Compensation Model: Fee Only

Robert Finley (CRD# 6630435) is a Fee-Only Financial Advisor in Barrington and Chicago, Illinois. Robert is a CFA® charterholder and a Certified Financial Planner™ certificant with over 15 years of experience. Robert most recently managed over $375 million in assets for high net worth individuals as a Senior Portfolio Manager in Chicago. Robert has been featured in Barron'sUSA TodayUS NewsMarketWatchNerdWallet and Fund Intelligence.

Robert grew up in Glenview, Illinois and graduated from Indiana University with a Bachelor of Science degree in Business, Finance major. He started his career in Wealth Management at LaSalle Bank, managing money and creating financial plans for high net worth individuals, business owners, foundations and endowments. In 2007, LaSalle Bank was purchased by Bank of America and the Wealth Management department was integrated with U.S. Trust. In April 2013, Robert stayed in Chicago and moved to TIAA-CREF's Trust department as a Senior Portfolio Manager.

 

He launched Virtue Asset Management, a fee-only independent asset management company that acts as a fiduciary, in 2016. Virtue Asset Management is a multi-family office that focuses on high net worth families. As a fee-only financial advisor the family office will not accept any referral fees or compensation contingent upon the purchase or sale of a financial product while providing investment and financial planning advice. Virtue Asset Management has offices in Barrington and Chicago, Illinois.

 

In addition to his professional certifications, Robert is also a member of American Mensa, the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), the Barrington Area Chamber of Commerce and the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.

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Professional Designations
Company Name Location Dates Years
Virtue Asset Management LLC Barrington, IL Mar 2016 - Current 4
Tiaa-cref Chicago, IL Apr 2013 - Mar 2016 2
Us Trust Chicago, IL May 2007 - Apr 2013 5

Robert Finley has no recent exams reported.
Contact Info for Robert P. Finley
Phone Number: 847-892-7145
Registered State(s):
  • IL
  • WI
By the Numbers
  • Total Assets Under Management
    63
    MILLIONS
  • Total Number of Accounts
    109
    ACCOUNTS
  • Average Account Value
    $581,309
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, WI

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