Bob Kalman
Senior Vice President, Financial Advisor & Portfolio Manager
MBA
Contact Bob
Team Office
Bob’s Locations
Northbrook, IL 60062 (847) 291-7300
About Bob
Bob has more than 35 years of experience in financial services and previously founded two independent financial advisory firms. Having spent most of his career as a portfolio manager, Bob works with high-net-worth individuals, family offices, and organizations to create tailored investment portfolios that reflect their unique financial goals and evolving needs.
Drawing on decades of market insight and a commitment to building long-term client relationships, Bob’s approach helps clients navigate complex financial decisions with confidence. Previously, Bob founded Kalman Kushnir Capital Inc., serving as a Principal and Portfolio Manager.
Education
- BA, Political Science, University of Wisconsin – Madison
- MBA, Finance and Economics, University of Chicago Booth School of Business
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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