Bringing you live news and features since 2006 

shaking hands

Huber Financial Advisors names Philip R Huber as CIO

RELATED TOPICS​

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.

Latest News

Morningstar has published a review of the European ETF market for the first quarter 2024, which finds that it gathered..
ETF data consultant ETFGI reports that assets invested in the global ETF industry reached a new record of USD12.71 trillion..
Calastone has published an ETF white paper which examines several of the processes that take place across the lifecycle of..
Adapting product lines to fit into changing methodologies and meet shifting demand is essential to remaining relevant in the industry..

Related Articles

Kristen Mierzwa, FTSE Russell
Index Investments Group (IIG), a division within index provider FTSE Russell, has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms, such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023, with an introductory suite of 11 ETFs – seven thematic and four...
Konrad Sippel, Solactive
At the end of March, financial index specialist, Solactive, published its 2024 annual report on future trends.  ...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by