This $200M Money Manager Combines Financial Planning & Wealth Management

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Smart Money Circle

Adam Sarhan

280 episodes

2 days ago

This show interviews the “smart money” (large money managers & CEOs) for timeless investing advice. My goal is to provide you with timeless/actionable advice that you can use to make smarter investment decisions, and help you become intellectually wealthy. The Host: Adam Sarhan, Author, Investor, and Forbes Contributor, interviews real money managers with over $100 million in assets under management (AUM) and CEOs for timeless advice. Disclaimer: All our work is general in nature and for educational/informational purposes only. No specific investment advice is given.

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All content for Smart Money Circle is the property of Adam Sarhan and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

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This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAM

Smart Money Circle

22 minutes 1 second

5 days ago

This $200M Money Manager Combines Financial Planning & Wealth Management – Meet Robert Finley Founder VirtueAM

Robert P. Finley CFA, CFP®

Founder & Principal at Virtue Asset Management

VirtueAM.com

AUM $200M AUM

Bio

Robert P. Finley CFA, CFP

Robert Finley is a Fee-only Certified Financial Planner and Portfolio Manager in Barrington, Chicago and Glenview Illinois. Robert is a CFA® charterholder and a CFP™ certificant with over 20 years of experience. As a trusted senior portfolio manager and fee-only financial planner in Chicago, Robert most recently managed over $375 million in assets for high-net-worth individuals. Robert has been featured in Barron’s, CNBC, USA Today, US News, Money Magazine, MarketWatch,

NerdWallet and Fund Intelligence. Robert serves as an Executive Board Member of the Barrington Chamber of Commerce, is an active member of the Barrington Lions Club, and also contributes as a Board Member of Evergreen Cemetery.

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.

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), a Board Member of the Barrington Area Chamber of Commerce and a member of the Barrington Lions Club. He lives in Barrington, Illinois with his wife and two children.