Client Service Associate
Laura Daly recently joined our team as a client service associate. She comes to us with 17 years of industry experience—eight years working at other independent advisory firms and nine years at Charles Schwab. Laura has the lead responsibility for servicing the clients of Dave Huber, Pete Doyle and Will Gunlicks.
Danny Noonan joined Huber Financial as a portfolio manager, responsible for trading, investment research and analyzing client portfolios. He also is a member of the firm’s investment committee. He comes to us with several years of experience in the investment industry, first with a Registered Investment Advisor in New York City and then as an equity analyst with a trading firm here in Chicago.
Portfolio Operations Associate
Tony Behrens joined the Huber Financial team as a portfolio operations associate. He previously worked for asset management and retirement service companies in operations and client service roles. For Huber Financial, Tony maintains the data integrity of our technology systems, works with other departments to create process improvements and generates internal and external reports.
Huber Financial Advisors, LLC is an investment advisor registered with the Securities and Exchange Commission. This material is for general educational purposes only and is not intended to provide investment or tax advice. Always consult your investment or tax professional for advice on your particular situation. This material is derived from sources believed to be reliable, but its accuracy and the opinions based thereon are not guaranteed. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Investing involves risk including the possible loss of principal. Past performance does not guarantee future results.