Robert J. Coulton

, CFP®

Managing Director

Rob Coulton is a senior relationship manager with over 20 years of industry experience. As a trusted advisor, he works with high-net-worth clients to develop and implement investment strategies and customized portfolios based on a thorough understanding of each client’s objectives, risk tolerance, time horizon and tax considerations. Rob is a Certified Financial Planner™ and provides objective advice to help clients achieve their financial goals, including a focus on their intentions for future generations. He seeks to simplify the complexities of wealth management and strives to provide clients with peace of mind when it comes to their financial matters.

Previously, Rob served as the head of the central region for CIBC Private Wealth, where he led a relationship management team of over 100 professionals and was a member of the CIBC Private Wealth Operating Committee. Prior to that, Rob was a principal at Geneva Advisors, where he was integral in the firm’s growth leading up to the 2017 acquisition by CIBC. Rob began his investment career at Zacks Investment Management, where he held multiple roles, ultimately serving as the managing director for the firm’s wealth management group.

In his personal time, Rob serves as a member of the Communities in Schools of Chicago Leadership Council, an organization that connects schools with essential programs to support students on their path to success.

Rob holds a Bachelor of Arts in economics from the University of Michigan and completed the CERTIFIED FINANCIAL PLANNER™ certificate program at Northwestern University.