Phil Huber, CFA, CFP®

Examiner
DISC Type : cs

Managing Director, Head of Portfolio Solutions at Cliffwater

Chicago, Illinois, United States

Overview

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. "

Personality Overview

Late Adopter

Tough To Convince

Unexpressive

They do not like taking risks at all and go for proven options in the end.  They tend to be clear about their needs and limitations and are unlikely to promise too much. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Topics They Care 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.
Investment Writing
He is a prolific writer, authoring a book and maintaining his long-running investment blog, "bps and pieces, " to make complex financial topics accessible.

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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Cliffwater adds Head of Portfolio Solutions to strengthen leadership in alternatives research and product for the wealth‑management channel. Featured in PR Newswire

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Work History

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

Education

2003 - 2007
BS from Indiana University Bloomington

More Information

Social Presence :

Prographics :

Exp : 18 Location : Chicago, Illinois, United States Job Level : Mid-senior Designation : Managing Director, Head of Portfolio Solutions at Cliffwater

Interested in

Lifestyle

Reading

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Insights For Selling To Phil

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • First of all, focus on building their confidence by sharing examples, case studies etc.
  • Ask them which other stakeholders would be important for this purchase decision

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't be very accepting if that is your natural style, stay firm
  • Don't rely on relationship building even if they act pleasantly

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Phil is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Phil

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Phil move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Phil take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Phil

Personality Compatibility


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