Robert Coulton
Chicago 181 West Madison Street, 36th Floor Chicago, IL 60602
Phone number:
312-368-7700
Toll-free:
800-505-1720
Robert J. Coulton
, CFP®
Head of Central Region
Rob Coulton is the national director of practice management and team executive in Chicago, with over 15 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.
Representing CIBC Private Wealth Group, LLC.
The Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S.
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