Robert J. Coulton, CFP®
National Director of Practice Management and Team Executive
Rob Coulton is the national director of practice management and team executive in Chicago, with 17 years of industry experience. In these roles, Rob leads a Chicago-based team of relationship managers, and works closely with Chicago leaders and other executives to implement firm and industry best practices. He is also a member of the firm’s Chicago Advisory Council.
Rob previously served as a principal and head of Private Client Distribution for Geneva Advisors. Prior to that, Rob was a managing director at Zacks Investment Management, where he oversaw the marketing, distribution and client service efforts of the firm’s wealth management group. Earlier in his career, Rob served as an investment consultant, advising individual clients and implementing investment management solutions for their personal wealth.
He holds a Bachelor of Arts in economics from the University of Michigan and the CERTIFIED FINANCIAL PLANNER™ certification.