Bob Cfa Email & Phone Number

Bob Cfa

Executive Managing Director at Busey | Urbana, Illinois, United States

Bob Cfa Socials
About Bob Cfa

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.

Bob Cfa Work
1 experience icon

Executive Managing Director at Busey in October 2013 to Present

2 experience icon

Chief Investment Officer at Busey in June 1999 to October 2013

3 experience icon

Treasury Department at Unitrin in January 1994 to January 1999

Bob Cfa Skills

Family Offices

Wealth Management

Portfolio Management

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About Bob Cfa's Current Company
Frequently Asked Questions about Bob Cfa

What 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

Email Bob Cfa at [email protected]. This email is the most updated Bob Cfa email found in 2026.

Bob Cfa Phone Numbers

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