Robert Finley (CFA, CFP®)

Robert Finley focuses in the
following client markets or areas of practice:

Corporate Executives

Divorce Planning

Estate & Generational Planning Issues

High Net Worth Client Needs

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

Robert Finley is a CFA® charterholder and a Certified Financial Planner™ certificant with 15 years of experience. Robert most recently managed over $375 million in assets for high net worth individuals as a Senior Portfolio Manager.

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 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 moved to TIAA-CREF's Trust department as a Senior Portfolio Manager. He launched Virtue Asset Management, an independent asset management company, in 2016.

In addition to his professional certifications, Robert is also a member of American Mensa. He lives in Barrington, Illinois with his wife and two children.

NAPFA Start Date

August 05, 2016

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