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Robert W. Holt

Chicago, IL

Phone: (312) 325-2233



Robert W. Holt, Senior Vice President, joined the firm as a Wealth Advisor in 2008. Prior to joining the firm, he was a managing director in the Wealth Management group at JP Morgan and a senior vice president at Northern Trust. Robert began his career in the industry in 1978 at Sears Bank. He received a BA from Michigan State University and a JD from John Marshall Law School.

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“I have been involved with addressing a wide range of financial needs for wealthy families for over 30 years. I have a background in estate and tax planning as well as personal financial planning. With extensive multi-disciplined experience and having witnessed several market downturns between 1987 and 2011, I have learned the value of patience and the importance of adding value to my client relationships. These guiding principles, along with a strong technical background, are immeasurable in helping my clients stay on track towards achieving their financial goals.”

Robert W. Holt, Wealth Advisor