Huber Financial Advisors, LLC., an independent wealth management firm, today announced that Philip Huber CFA®, CFP® has been named chief investment officer.
“Phil has diligently worked to put the team, structure and processes in place to support our business as we grew from several million under management seven years ago to nearly a billion today,” said Robert Morrison, CFP®, president of Huber Financial Advisors. “We’re delighted to add Phil to our management team. His passion for investing and dedication to the best interests of our clients give him the right vision to successfully guide Huber Financial into the next phase of becoming a true enterprise.”
In his new role, Philip Huber will report to Robert Morrison and will continue to oversee all areas of portfolio management across the firm including trade execution, portfolio monitoring, cash management and performance reporting.
“Phil’s appointment to our management team is the next step in our evolution as a firm. When I started Huber Financial almost 30 years ago, the financial advisory profession was in its infancy,” said David Huber, CFP®, founder and chief executive officer of Huber Financial Advisors. “I’ve enjoyed witnessing the growth of the firm along with Phil’s development as an investment professional over the last several years.”
Prior to joining Huber Financial, Philip Huber was a wholesaler at Affiliated Managers Group (AMG.) While at AMG, he worked closely with financial advisors to develop investment strategies for their clients.
About Huber Financial Advisors, LLC
Huber Financial Advisors, LLC, located in Lincolnshire, Illinois, is an investment adviser registered with the Securities and Exchange Commission. The firm currently advises on approximately $800 million in assets with clients consisting of professionals, retirees, corporate executives, business owners and qualified pension plans. More information is available at www.huberfinancial.com.
Contact: Martha Conlon, 847-415-9834 or firstname.lastname@example.org