President
CurrentIndependent wealth and investment advisory services.
Feb 2015 - Present
AeroLeads people directory · profile
Robert Salzman, Cfa, Cfp® Email & Phone Number
President at RBSalzman Wealth Management, LLC
at
RBSalzman Wealth Management, LLC
1 work email found
@morningstar.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
President at RBSalzman Wealth Management, LLC
Location
Greater Chicago Area, United States, United States
Who is Robert Salzman, Cfa, Cfp®? Overview
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Quick answer
Robert Salzman, Cfa, Cfp® is listed as President at RBSalzman Wealth Management, LLC at RBSalzman Wealth Management, LLC, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at morningstar.com and a matched LinkedIn profile for Robert Salzman, Cfa, Cfp®.
Robert Salzman, Cfa, Cfp® previously worked as President at Rbsalzman Wealth Management, Llc and Advisory Board Member at Morningstar. Robert Salzman, Cfa, Cfp® holds Mba, Finance from Quinlan School Of Business, Loyola University Chicago.
Company email context
Email format at RBSalzman Wealth Management, LLC
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*@morningstar.com
68% confidence
AeroLeads found 1 current-domain work email signal for Robert Salzman, Cfa, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Robert Salzman, Cfa, Cfp®
Robert R. Salzman, CFP®, CFA is President and Chief Investment Officer of RBSalzman Wealth Management, LLC, an independent registered investment advisor. RBSalzman provides customized Wealth and Investment Management Advisory services to individual and high net worth clients. The Firm’s disciplined investment approach emphasizes a thorough risk tolerance assessment process and the development of asset allocations that are consistent with each client’s long-term goals and objectives. All portfolios are individually managed with emphases on diversification and investment expense control. Reporting is insightful and designed to provide clients with a clear understanding of portfolio activity, characteristics and risks. Mr. Salzman has over 34 years of experience working with institutional and individual investors on all phases of the investment process. He graduated from Eastern Illinois University in 1984 with a Bachelor of Science degree in business and from Loyola University of Chicago in 1985 with a Masters in Business Administration degree. He has earned the Chartered Financial Analyst designation and the CERTIFIED FINANCIAL PLANNER™ certification. He currently holds FINRA Series 7 and 66 registrations as well as various state insurance licenses.He is a member of the CFA Institute and The Investment Analysts Society of Chicago.Areas of Expertise:• Goals & Investment Objective Establishment• Risk Tolerance Assessment • Long-term Strategic Asset Allocation & Risk Management• Investment Policy Design• Portfolio Construction• Performance Benchmark Construction• Investment Results Measurement and Interpretation
Listed skills include Fixed Income, Asset Allocation, Portfolio Management, Financial Modeling, and 9 others.
Current workplace
Robert Salzman, Cfa, Cfp®'s current company
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8 roles · 31 years
Robert Salzman, Cfa, Cfp® work experience
A career timeline built from the work history available for this profile.
Advisory Board Member
CurrentThe objective of the Advisory Board is to gather input to form Morningstar's strategic planning, long term performance, and growth objectives. Morningstar looks to its Advisory Board members to represent its clients, peers, and industry leaders to help set future product direction for the financial advisory segment. These financial professionals meet.
Feb 2017 - Present
Financial Consultant
A worldwide leader in financial protection strategies and wealth management.
Aug 2013 - Feb 2015
Director, Client Relationship Management
- Senior Relationship Management, Institutional Insurance Asset Management
- Construct firm-wide institutional Relationship Management platform
- Construct Client Portfolio Review and Reporting Processes
- Security & Portfolio Analysis & Reviews
- Relationship Management & Client Advocacy
Apr 2008 - May 2012
Senior Vice President
- Senior Portfolio Manager
- Investment Objectives & Policy Design
- Strategic Asset Allocation & Portfolio Construction
- Dynamic Tax Optimization
- Tactical Portfolio Strategy & Management
- Portfolio Analysis & Quarterly Reviews
2006 - 2008
~2 yrs
Director, Account Management
- Senior Account Management, Institutional Insurance Asset Management
- Long-term Strategic Asset Allocation and Portfolio Construction
- Portfolio Analysis and Reviews
- Relationship Management & Client Advocacy
May 2005 - Jul 2006
Director, Account Management
- Senior Account Management, Institutional Insurance Asset Management
- Long-term Strategic Asset Allocation and Portfolio Construction
- Portfolio Analysis and Reviews
- New Business Development
- Relationship Management & Client Advocacy
1999 - 2005
~6 yrs
Portfolio Manager
- Portfolio Manager, Institutional Insurance Asset Management
- Investment Objectives & Policy Design
- Strategic Asset Allocation & Portfolio Construction
- Tactical Portfolio Strategy & Management
- Portfolio Analysis & Quarterly Reviews
- Relationship Management & Client Advocacy
1995 - 1999
~4 yrs
2 education records
Robert Salzman, Cfa, Cfp® education
Mba, Finance
Quinlan School Of Business, Loyola University Chicago
Bs, Business
Eastern Illinois University
FAQ
Frequently asked questions about Robert Salzman, Cfa, Cfp®
Quick answers generated from the profile data available on this page.
What company does Robert Salzman, Cfa, Cfp® work for?
Robert Salzman, Cfa, Cfp® works for RBSalzman Wealth Management, LLC.
What is Robert Salzman, Cfa, Cfp®'s role at RBSalzman Wealth Management, LLC?
Robert Salzman, Cfa, Cfp® is listed as President at RBSalzman Wealth Management, LLC at RBSalzman Wealth Management, LLC.
What is Robert Salzman, Cfa, Cfp®'s email address?
AeroLeads has found 1 work email signal at @morningstar.com for Robert Salzman, Cfa, Cfp® at RBSalzman Wealth Management, LLC.
Where is Robert Salzman, Cfa, Cfp® based?
Robert Salzman, Cfa, Cfp® is based in Greater Chicago Area, United States, United States while working with RBSalzman Wealth Management, LLC.
What companies has Robert Salzman, Cfa, Cfp® worked for?
Robert Salzman, Cfa, Cfp® has worked for Rbsalzman Wealth Management, Llc, Morningstar, Axa Advisors, Guggenheim Partners, and Aam - Insurance Investment Management.
How can I contact Robert Salzman, Cfa, Cfp®?
You can use AeroLeads to view verified contact signals for Robert Salzman, Cfa, Cfp® at RBSalzman Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Robert Salzman, Cfa, Cfp® attend?
Robert Salzman, Cfa, Cfp® holds Mba, Finance from Quinlan School Of Business, Loyola University Chicago.
What skills is Robert Salzman, Cfa, Cfp® known for?
Robert Salzman, Cfa, Cfp® is listed with skills including Fixed Income, Asset Allocation, Portfolio Management, Financial Modeling, Capital Markets, Securities, Investment Advisory, and Wealth Management.
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