Robert Bartl

Biography

Bob is a licensed attorney and fiduciary subject matter expert with forty years of diverse experience in both the public and private sectors. His career has included roles as an examiner and fiduciary risk specialist for both the Federal Reserve and the Office of the Comptroller of the Currency, as well as client relationship management and business development for leading fiduciary providers. His areas of expertise include personal trust and estate administration, regulatory law, fiduciary and investment law, compliance and risk management, and business development.

Bob is passionate about training and mentoring individuals pursuing careers in trusts, estates, and the wealth management industry. He currently focuses on fiduciary consulting and training, while also practicing estate planning on an Of Counsel basis for a law firm in Chicago.