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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Phil Huber, CFP®, CFA®
Chief Investment Officer at Savant Wealth Management

Profile

As both a wealth management practitioner and an investment-industry thought leader, Phil Huber, CFA, CFP®, is uniquely qualified in helping investors design, implement, and stick with evidence-based portfolios built to fulfill long-term financial goals and objectives.

Phil is the Chief Investment Officer for Savant Wealth Management, a multi-billion dollar wealth management firm and has been involved in the financial services industry since 2007. Prior to joining Savant, Phil was employed at a global asset management company where he worked closely with financial advisors to develop investment strategies for their clients. He earned a bachelor’s degree in finance from the Kelley School of Business at Indiana University. He is a member of the CFA Society of Chicago.

He is the author of The Allocator’s Edge, a modern guide to alternative investments and the future of diversification, and his investing blog bpsandpieces.com.

Phil has been featured by a number of media outlets, including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV.

Phil and his wife Christie live in the northwest suburbs of Chicago where they enjoy reading, yoga, and spending time with their daughter Hannah. He is also a lifelong, die hard professional wrestling fan.

Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.