Illinois > Barrington > Virtue Asset Management

Virtue Asset Management

Verified Listing

(847) 892-7145
18-5 E Dundee Rd
Suite 200
Barrington, IL 60010
Category: Finance & Legal


About

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 and the National Association of Personal Financial Advisors (NAPFA). He lives in Barrington, Illinois with his wife and two children.


Products And Services

Fee-Only Financial Planning
Financial Review
High Net Worth Client Needs
Retirement Planning
Investment Management
Socially Responsible Investments
Estate Planning
Divorce Planning
Charitable Giving – Trusts & Foundations
401(k) and IRAs
Business Planning
Advising Entrepreneurs



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