Phil Huber

Phil Huber, CFA, CFP® has a diverse work experience in the financial industry. Phil started their career at Managers Investment Group as a Client Service Associate in 2007 and later moved to Huber Financial Advisors, LLC in 2008, where they held roles as a Senior Portfolio Manager and eventually became the Chief Investment Officer. In 2020, they transitioned to Savant Capital Management as the Chief Investment Officer before joining Cliffwater in 2024 as the Managing Director and Head of Portfolio Solutions.

Phil Huber, CFA, CFP® graduated from Indiana University Bloomington in 2007 with a BS in Finance. Phil later obtained their Chartered Financial Analyst (CFA) charter in 2011 and became a Certified Financial Planner through the CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC.