Phil Huber

Professional Background

Phil Huber, CFA, CFP®, currently holds the esteemed position of Chief Investment Officer at Savant’s Lincolnshire, IL office. His role is pivotal within the Investment Team, where he not only manages portfolios but also actively contributes to the crafting of Savant’s investment strategies and overseeing the investment processes for clients. Phil's approach is characterized by clear and concise communication, as he takes an active role in writing commentary that helps clients understand the firm's investment philosophy and strategies.

Prior to his tenure at Savant, Phil made significant contributions at a global asset management company, where he collaborated closely with financial advisors to develop tailored investment strategies aimed at maximizing the potential for client success. His experience encompasses a rich background in portfolio management and financial planning, equipping him with a wide array of skills to benefit clients effectively.

Education and Achievements

Phil's educational journey began at the Kelley School of Business at Indiana University in Bloomington, where he earned his Bachelor of Science degree in Finance. His commitment to the finance and investment fields is further exemplified by his attainment of multiple prestigious certifications. As a CERTIFIED FINANCIAL PLANNER™ professional, along with holding the Chartered Financial Analyst® (CFA®) designation, he is a respected member of the CFA Society of Chicago. These qualifications not only signify his extensive knowledge and expertise in financial planning and investment management but also reflect his dedication to providing quality service to his clients.

Throughout his impressive career, Phil has had the privilege of being featured in leading media outlets including The Wall Street Journal, The New York Times, InvestmentNews, CityWire RIA Magazine, and Bloomberg TV. His insights into the financial markets and investment strategies have garnered recognition in the financial industry, leading him to be named one of Investopedia’s Top Financial Advisors for two consecutive years in 2018 and 2019. This recognition highlights Phil’s commitment to excellence in financial advising and investment management.

Personal Life

Outside of his professional commitments, Phil enjoys a fulfilling personal life with his wife Christie and their daughter Hannah in the picturesque northwest suburbs of Chicago. They share a passion for reading, yoga, and spending quality family time. An interesting facet of Phil’s personality is his lifelong fandom of professional wrestling—a hobby that perhaps reflects his vibrant energy and enthusiasm both in and out of the financial realm.

Career Path

Before joining Savant, Phil held several notable positions within the investment and financial advisory sectors. He served as the Managing Director and Head of Portfolio Solutions at Cliffwater, showcasing his capacity for leadership and strategic decision-making. Phil's career in financial advisory also includes significant roles such as Chief Investment Officer and Senior Portfolio Manager at Huber Financial Advisors, LLC, where he played a crucial role until the firm’s merger with Savant in February 2020. Additionally, his early career included a position as a Client Service Associate at Managers Investment Group, which provided him with foundational experience in client relations and investment processes.

Phil Huber’s multifaceted background in finance, certifications as a CFP® and CFA, and noteworthy accolades in the financial advisory space make him a highly respected professional in the industry. His thoughtful approach to investment management and client communication continues to contribute positively to Savant and their clientele. As he navigates the ever-evolving world of finance, Phil remains committed to helping clients achieve their financial goals with clarity and conviction.