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Robert Westley

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Robert Westley

Senior Vice President and Regional Wealth Advisor | AICPA

United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Organisational experience

Corporate Experience

Consulting Experience

Robert Westley

Work Experience

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Senior Vice President and Regional Wealth Advisor at

Northern Trust

January 2023 - Present

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National CPA Financial Literacy Commission at

AICPA

February 2019 - Present

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Regional Wealth Advisor at

Northern Trust

July 2022 - March 2023

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Senior Wealth Advisor at

Northern Trust

July 2020 - July 2022

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Wealth Advisor at

Northern Trust

February 2018 - July 2020

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Associate Wealth Advisor at

Northern Trust

December 2015 - February 2018

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Senior Tax Consultant - Private Wealth & Investment Management at

Williams Family Enterprises LLC

May 2015 - December 2015

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Tax Senior Associate - Private Client Services at

Uhy LLP

June 2013 - May 2015

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Tax Associate - Private Client Services at

Financial Planning Concepts

January 2012 - June 2013

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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

mail

**************@ntrs.com

**************@northerntrust.com

Colleagues

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Steve Julal

President

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Kay French

Non Executive Director

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Summer Taylor

Board Member, Audit Committee Chair

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Michael Favere-Marchesi

Board Member, AICPA International Qualifications Appraisal Board (IQAB)

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Leslie Shih

Board Member

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Sara Lord

Auditing Standards Board Chair

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Asif Sadiq

Global Board Director

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Cpa Abv Cff Sheri Fiske Schultz

Member Board of Directors

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Colleen Cunningham

Board Member

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