Curt Robey

Senior Vice President, Private Client Advisor

Professional Profile

Curt Robey is a Senior Vice President and Private Client Advisor with the Bank of America Private Bank in Chicago. He works closely with a diverse group of high net worth individuals and families throughout the United States. Curt seeks to unwind complexity and develop financial strategies that help clients stay on track to reach their most important goals. 

Curt has 20 years of experience advising clients. A skilled listener, he is particularly good at helping them define what they truly want from their wealth. His ability to form close connections with his clients has enabled him to establish many successful long-term advisory relationships over the years. Curt assembles a team of financial professionals to address the unique needs of each client, from developing a retirement plan to passing wealth to the next generation, managing investments and setting up trusts. He makes a point of connecting with clients regularly to spot changes in their goals and needs.  His integrity and leadership are highly valued by his clients.

After starting his career at Deloitte in the 1980s, Curt served as treasurer for the American Medical Association in the 1990s. In 1999, he became an investment advisor at the Bank of Montreal in Chicago. He moved to JPMorgan in 2007 and worked there until May 2019, when he joined the Bank of America Private Bank.

Curt received his B.A. from Heidelberg College in Ohio and his M.A. in Public Policy from the University of Chicago. Outside of the office, he has served in various roles for a number of community functions.

 
Curt is married and the father of four. He and his family reside in the northern suburbs of Chicago.

 

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We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank (Private Bank) has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.