Robert FinleyCRD 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's, USA Today, US News, MarketWatch, NerdWallet 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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Sequoia Wealth Management, LLC
Tc Wealth Partners, LLC
Amplify Investments LLC
|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|
Total Assets Under Management63MILLIONS
Total Number of Accounts109ACCOUNTS
Average Account Value$581,309
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
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