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Robert Westley
Robert Westley
Senior Vice President and Regional Wealth Advisor | AICPA
United States
Robert Westley
Summary
Robert Westley is a highly accomplished Senior Vice President and Regional Wealth Advisor at Northern Trust Corporation, specializing in the financial management and wealth planning for ultra-high net worth individuals. With a robust background in accounting and financial planning, Robert's expertise encompasses tax compliance, estate planning, and charitable giving strategies. He has garnered recognition in the financial media and has been featured in prestigious publications such as the Wall Street Journal and the New York Times. His contributions to the field have been acknowledged with several awards, including the InvestmentNews '40 Under 40'. Robert is also an active member of prominent accounting and financial planning organizations, advocating for financial literacy and best practices in wealth management. Beyond his professional achievements, he is known for his collaborative approach, working closely with clients and their advisors to develop tailored financial strategies. He holds multiple certifications, including CPA and CFP, which further enhance his credibility in the industry.
Robert Westley
Work Experience
Senior Vice President and Regional Wealth Advisor at
Northern Trust
January 2023 - Present
National CPA Financial Literacy Commission at
AICPA
February 2019 - Present
Regional Wealth Advisor at
Northern Trust
July 2022 - March 2023
Senior Wealth Advisor at
Northern Trust
July 2020 - July 2022
Wealth Advisor at
Northern Trust
February 2018 - July 2020
Associate Wealth Advisor at
Northern Trust
December 2015 - February 2018
Senior Tax Consultant - Private Wealth & Investment Management at
Williams Family Enterprises LLC
May 2015 - December 2015
Tax Senior Associate - Private Client Services at
Uhy LLP
June 2013 - May 2015
Tax Associate - Private Client Services at
Financial Planning Concepts
January 2012 - June 2013
Robert Westley
Education
Manhattan University, Bachelor Of Science (B.S.)
January 2012
Frequently Asked Questions about Robert Westley
What is Robert Westley email address?
Robert Westley's primary email address is **************@ntrs.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Robert Westley work for?
Robert Westley is a Senior Vice President and Regional Wealth Advisor at AICPA, a company specializing in Accounting, auditing, & bookkeeping.
Where Robert Westley graduated from?
Robert Westley holds a degree in Accounting And Finance from Manhattan University.
How can I directly contact Robert Westley?
To contact Robert Westley directly, you can use the email address **************@ntrs.com. Complete contact information is available upon registration with Muraena.
Who is Robert Westley?
Robert Westley is a highly accomplished Senior Vice President and Regional Wealth Advisor at Northern Trust Corporation, specializing in the financial management and wealth planning for ultra-high net worth individuals. With a robust background in accounting and financial planning, Robert's expertise encompasses tax compliance, estate planning, and charitable giving strategies. He has garnered recognition in the financial media and has been featured in prestigious publications such as the Wall Street Journal and the New York Times. His contributions to the field have been acknowledged with several awards, including the InvestmentNews '40 Under 40'. Robert is also an active member of prominent accounting and financial planning organizations, advocating for financial literacy and best practices in wealth management. Beyond his professional achievements, he is known for his collaborative approach, working closely with clients and their advisors to develop tailored financial strategies. He holds multiple certifications, including CPA and CFP, which further enhance his credibility in the industry.
Robert`s contact details
**************@ntrs.com
**************@northerntrust.com
Colleagues
President
Non Executive Director
Board Member, Audit Committee Chair
Board Member, AICPA International Qualifications Appraisal Board (IQAB)
Board Member
Auditing Standards Board Chair
Global Board Director
Member Board of Directors
Board Member