Robert Iverson Email & Phone Number
Managing Director, Wealth Strategy @ Cresset
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Robert Iverson Location
- Chicago, IL, US
Robert Iverson Work
- 2025 -now Managing Director, Wealth Strategy @
- 2018 -2025 Executive Director, Family Office Resources - Wealth and Estate Planning Strategist @
- 2014 -2018 Director, Advanced Planning Group - Wealth Strategist @
- 2012 -2014 Vice President, Global Wealth Management, Trusts and Estates - Estate Tax Officer @
- 2011 -2012 Associate Attorney @
- 2007 -2008 Law Clerk @
- 2006 -2006 Judicial Extern to Hon. Richard J. Elrod, Law Division @ Circuit Court of Cook County
Robert Iverson Education
- University of Washington School of Law 2009-2010
- University of Illinois Chicago School of Law 2005-2008
- University of Illinois Urbana-Champaign 1999-2003
Robert Iverson Skills
- Estate Administration
- Estate Planning
- Planning
- Income Tax
- Client Counseling
- International Tax
- Estate Tax Planning
- Tax Law
- Legal Writing
- Business Formation
- Asset Protection
- Corporate Tax
- High Net Worth Individuals
- Microsoft Word
- Civil Litigation
- Asset Management
- Legal Research
- Trusts
- Succession Planning
- Project Management
- Bar
- Series 7
- Tax Research
- Gift Tax
- Trust Services
- Returns
- Alternative Investments
- Motions
- Fiduciary
- Grats
- Sales
- Net
- Settlement Conferences
- Seattle
- Finance
- GST
- International Law
- Real Estate
- Legal
- Treatment
- Data Conversion
- Film
- Revenue
- Science
- Funding
- Currency
- Publications
- Accounting
- Propose
- Pleadings
- Guardianship
- County
- Strategies
- Testimony
- Consolidation
- Acquisitions
- Moot Court
- Circuit
- American
- Research
- Articles
- Inheritance Tax Planning
- Hearings
- Estate Law
- Probation
- Chicago
- Partnerships
- Analysis
- Public Liability
- Trials
- Yahoo
- C
- Interrogatories
- Implications
- Notices
- Est
- Values
- Drafting
- Gay
- Newsletters
- Contractual Agreements
- Ultra
- Designations
- Presentations
- Income
- Council
- Civil Unions
- Tax Planning
- Trust
- IRS
- Judicial
- Medical Malpractice
- Tax
- Taxations
- Administering
- Juris
- Investments
- Collateral
- Financial Transactions
- Lesbian
- Meetings
- Mergers and Acquisitions
- Legislation
- Professional Responsibility
- Competition
Robert Iverson Summary
- Robert Iverson, based in Chicago, IL, US, is currently a Managing Director, Wealth Strategy at Cresset. Robert Iverson brings experience from previous roles at Morgan Stanley, UBS, J.P. Morgan and Lavelle Law. Robert Iverson holds a 2009 - 2010 University of Washington School of Law. With a robust skill set that includes Estate Administration, Estate Planning, Planning, Income Tax, Client Counseling and more. Robert Iverson has 2 emails and 2 mobile phone numbers on RocketReach.
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