Independent wealth management firm Huber Financial Advisors has named Philip Huber CFA, CFP as chief investment officer (CIO).
“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,” says Robert Morrison, CFP, president of Huber Financial Advisors. “Because of his leadership and vision, we now have the team, internal infrastructure and processes in place to support our asset growth through the one billion dollar threshold.”
In his new role, Philip Huber will report to 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,” says 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.”
Philip Huber holds a bachelor’s degree in finance from the Kelley School of Business at Indiana University and is a Certified Financial Planner professional. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Chicago.
Prior to joining Huber Financial, Philip Huber was employed at Affiliated Managers Group (AMG). While at AMG, he worked closely with financial advisors to develop investment strategies for their clients.