Bob Cfa
Executive Managing Director at Busey | Urbana, Illinois, United States
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Bob Cfa is a seasoned Executive Managing Director at Busey Wealth Management, where he leverages over 25 years of extensive experience in investment management to guide high net-worth individuals, families, and organizations through intricate financial landscapes. With a strong foundation as a Certified Public Accountant and a Chartered Financial Analyst® charterholder, Bob has spent more than two decades at Busey, honing his expertise in comprehensive wealth management, asset allocation, and risk management.
In his current role, Bob leads a dedicated team of client advisors responsible for overseeing approximately $5.2 billion in client assets. He is passionate about delivering exceptional wealth management services, believing that clients deserve a personalized and proactive approach to their financial planning. Under his leadership, the advisory teams at Busey are committed to building robust, tailored strategies that address the unique needs of each client, whether it involves retirement planning, fixed income investments, or navigating the complexities of family offices.
Bob’s key projects often involve intricate investment management strategies that require a deep understanding of market dynamics and client objectives. His ability to synthesize complex financial information into actionable insights has made him a trusted partner for clients seeking to optimize their financial portfolios. By fostering a collaborative environment among experts in various fields, Bob ensures that every client receives a holistic approach to their wealth management, ultimately empowering them to achieve their financial goals with confidence.
Executive Managing Director at Busey in October 2013 to Present
Chief Investment Officer at Busey in June 1999 to October 2013
Treasury Department at Unitrin in January 1994 to January 1999
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Family Offices
Wealth Management
Portfolio Management
Investment Management
Asset Allocation
Investments
Wealth
Finance
Strategic Financial Planning
Investment Strategies
Wealth Management Services
Asset Management
Retirement Planning
Estate Planning
Fixed Income
Financial Planning
Risk Management
Comprehensive Wealth Management
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Discover more about BuseyWhat is Bob Cfa email address?
Email Bob Cfa at [email protected]. This email is the most updated Bob Cfa email found in 2026.
How to contact Bob Cfa?
To contact Bob Cfa send an email to [email protected]. (updated on October 29, 2024)
What company does Bob Cfa work for?
Bob Cfa works for Busey
What is Bob Cfa's role at Busey?
Bob Cfa is Executive Managing Director
What is Bob Cfa's Phone Number?
Bob Cfa's phone (217) ***-*279
What industry does Bob Cfa work in?
Bob Cfa works in the Banking industry.
Bob Cfa Email Addresses
Bob Cfa Phone Numbers
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