Phil Huber, CFA, CFP® in

Phil Huber, CFA, CFP®

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Managing Director, Head of Portfolio Solutions at Cliffwater
📍 Chicago, Illinois, United States

Phil Huber is the Managing Director and Head of Portfolio Solutions at Cliffwater, where he curates investment research and advises on product strategy. A former CIO, he is a CFA charterholder and CFP® professional. He earned his finance degree from Indiana Universitys Kelley School of Business.

Living in the Chicago suburbs with his wife and two children, Phil is a self-described lifelong, die-hard professional wrestling fan. He and his wife enjoy reading and yoga. He also authors the popular investing blog, "bps and pieces, " to share his insights.

Phil is the author of the book "The Allocators Edge: A Modern Guide to Alternative Investments and the Future of Diversification. "

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Experience
18 Years
Current Role
Managing Director, Head of Portfolio Solutions
Job Level
Mid-senior
Location
Chicago, Illinois, United States
Personality Overview

How Phil shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Phil cares about

Alternative Investments
His book and professional focus are on incorporating alternatives like private equity and private debt into portfolios to enhance diversification and returns.
Portfolio Construction
His entire career, from CIO to his current role at Cliffwater, has centered on designing, implementing, and managing investment portfolios for advisors and their clients.
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Career

Work history

1-2024
Managing Director, Head of Portfolio Solutions
Cliffwater
2-2020 - 12-2023
Chief Investment Officer
Savant Wealth Management
5-2015 - 2-2020
Chief Investment Officer
Huber Financial Advisors, LLC
6-2008 - 5-2015
Senior Portfolio Manager
Huber Financial Advisors, LLC
6-2007 - 6-2008
Client Service Associate
Managers Investment Group
In the press

Media appearances

How Cliffwater Is Democratizing Private Market Access with Phil Huber. Featured in Spotify
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Unlocking Private Markets with Phil Huber of Cliffwater (Ep. 3). Featured in Spotify
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Education
2003 - 2007
BS
Indiana University Bloomington
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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