Robert Iverson Email & Phone Number

Managing Director, Wealth Strategy @ Cresset

5 free lookup(s).

Robert Iverson Location

Chicago, IL, US

Robert Iverson Work

2025 - now Managing Director, Wealth Strategy @ Cresset
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2018 - 2025 Executive Director, Family Office Resources - Wealth and Estate Planning Strategist @ Morgan Stanley
2014 - 2018 Director, Advanced Planning Group - Wealth Strategist @ UBS Group AG

2012 - 2014 Vice President, Global Wealth Management, Trusts and Estates - Estate Tax Officer @ J.P. Morgan
2011 - 2012 Associate Attorney @ Lavelle Law
2007 - 2008 Law Clerk @ Beermann LLP
2006 - 2006 Judicial Extern to Hon. Richard J. Elrod, Law Division @ Circuit Court of Cook County

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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

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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 1 mobile phone numbers on RocketReach.

Robert Iverson Emails

Found 2 emails

Robert Iverson Phone Numbers

Found 2 phone numbers

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Others Named Robert Iverson

Robert Iverson

Managing Director, Wealth Strategy at Cresset

Chicago, IL, US
2
- yahoo.com
- cressetcapital.com
2
- +1 708-280-XXXX
- +1 217-649-XXXX
Robert Iverson

Senior System Engineer at L3Harris Technologies

Layton, UT, US
3
- gmail.com
- l3harris.com
- harris.com
5+
- +1 801-444-XXXX
- +1 801-660-XXXX
- +1 801-544-XXXX
- +1 601-316-XXXX
- +1 801-497-XXXX
- +1 801-622-XXXX
Robert Iverson

Analyst at John Deere

Le Claire, IA, US
1
- johndeere.com
2
- +1 812-603-XXXX
- +1 563-200-XXXX
Robert Iverson

Floor Manager at M Resort Spa Casino

Las Vegas, NV, US
3
- hotmail.com
- gmail.com
- themresort.com
5+
- +1 424-368-XXXX
- +1 812-459-XXXX
- +1 201-774-XXXX
- +1 863-427-XXXX
- +1 812-323-XXXX
- +1 812-369-XXXX

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Matthew Teich

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Raquel Ramirez

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Chicago, IL, US
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Caleb Sine

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Christopher Demonte

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Will Hoesley

Managing Director, M and A at Cresset

Chicago, IL, US
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Robert Iverson

Managing Director, Wealth Strategy at Cresset

Chicago, IL, US
2
- yahoo.com
- cressetcapital.com
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- +1 708-280-XXXX
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Jon Baldwin

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Matthew Gaines

Managing Director, Head of CFO Services at Cresset

Chicago, IL, US
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Erik Ralston

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Beth Chandler

Managing Director, Wealth Advisor at Cresset

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4
- +1 703-981-XXXX
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Amanda Plonski

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Reston, VA, US
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- yahoo.com
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- +1 301-652-XXXX
- +1 301-652-XXXX
- +1 301-643-XXXX
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