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Phil Huber Cfa Cfp

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Phil Huber Cfa Cfp

Managing Director, Head of Portfolio Solutions | Cliffwater

Chicago, Illinois, United States

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Phil Huber Cfa Cfp

Summary

Phil Huber is a seasoned financial professional with extensive experience in asset allocation and portfolio management. Currently serving as the Managing Director and Head of Portfolio Solutions at Cliffwater, he has previously held the position of Chief Investment Officer at Savant Wealth Management. Phil is a recognized expert in his field, having been featured in major media outlets such as The Wall Street Journal and Bloomberg TV. His accolades include being named one of Investopedia's Top Financial Advisors and receiving the CIO of the Year award from RIA Intel in 2023. With a strong educational foundation from Indiana University's Kelley School of Business, Phil holds both the CFA and CFP designations. Outside of his professional life, he enjoys reading, yoga, and is a passionate fan of professional wrestling, adding a unique personal touch to his profile.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Phil Huber Cfa Cfp

Work Experience

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Managing Director, Head of Portfolio Solutions at

Cliffwater

January 2024 - Present

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Chief Investment Officer at

Amdg Financial Advisory Services, L.L.C.

February 2020 - December 2023

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Chief Investment Officer at

Amdg Financial Advisory Services, L.L.C.

May 2015 - February 2020

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Senior Portfolio Manager at

Huber Financial

June 2008 - May 2015

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Client Service Associate at

Affiliated Managers Group, Inc.

June 2007 - June 2008

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Phil Huber Cfa Cfp

Education

Indiana University Bloomington, Bs

January 2003 - January 2007

Frequently Asked Questions about Phil Huber Cfa Cfp

What is Phil Huber Cfa Cfp email address?

Phil Huber Cfa Cfp's primary email address is ******@savantwealth.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Phil Huber Cfa Cfp work for?

Phil Huber Cfa Cfp is a Managing Director, Head of Portfolio Solutions at Cliffwater, a company specializing in Functions related to depository banking.

Where Phil Huber Cfa Cfp graduated from?

Phil Huber Cfa Cfp holds a degree in Finance from Indiana University Bloomington.

How can I directly contact Phil Huber Cfa Cfp?

To contact Phil Huber Cfa Cfp directly, you can use the email address ******@savantwealth.com. Complete contact information is available upon registration with Muraena.

Who is Phil Huber Cfa Cfp?

Phil Huber is a seasoned financial professional with extensive experience in asset allocation and portfolio management. Currently serving as the Managing Director and Head of Portfolio Solutions at Cliffwater, he has previously held the position of Chief Investment Officer at Savant Wealth Management. Phil is a recognized expert in his field, having been featured in major media outlets such as The Wall Street Journal and Bloomberg TV. His accolades include being named one of Investopedia's Top Financial Advisors and receiving the CIO of the Year award from RIA Intel in 2023. With a strong educational foundation from Indiana University's Kelley School of Business, Phil holds both the CFA and CFP designations. Outside of his professional life, he enjoys reading, yoga, and is a passionate fan of professional wrestling, adding a unique personal touch to his profile.

Phil`s contact details

mail

******@savantwealth.com

******@cliffwater.com

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