Robert Iverson

Robert Iverson is a highly educated individual with a diverse background in law, taxation, and architectural studies.

He holds a J.D. in Law from The John Marshall Law School, specializing further with an LL.M. in Taxation from the University of Washington School of Law.

Robert also pursued his B.S. in Architectural Studies at the University of Illinois Urbana-Champaign, showcasing his multidisciplinary interests.

In his professional journey, Robert has served in key roles at prestigious financial institutions, including Morgan Stanley, UBS, and J.P. Morgan.

His experience includes positions such as Executive Director at Family Office Resources, Director at Advanced Planning Group, and Vice President at Global Wealth Management, focusing on wealth and estate planning strategies.

Prior to his financial roles, Robert gained legal experience as an Associate Attorney at Lavelle Law, Law Clerk at Beermann Swerdlove LLP, and Judicial Extern at the Circuit Court of Cook County under Hon. Richard J. Elrod.

His diverse skill set ranging from law to finance positions him as an expert in estate planning, trusts, taxation, and wealth management.