Bob’s career in finance began 45 years ago with Merrill Lynch in their Chicago Board of Trade Clearing Office. He spent his first 10 years in supervisory and management positions in the stock and bond clearing areas as well as on the floors of the Chicago Board of Options Exchange and the Chicago Mercantile Exchange. From there he stepped out on his own to trade commodity futures and options in the Chicago Board of Trade’s Financial Futures trading pits as a “local trader”. After approximately 20 years at the exchanges, Bob made the transition to become a financial advisor in 1991 with Dean Witter in Oak Brook, Illinois. Five years later, he earned his Certified Financial Planner™ certifi

Robert Borchardt
Investment Committee Chair
SAGE Private Wealth Group
United States, Illinois, Oakbrook Terrace
About Me
Profile Information
Investment Committee Chair
SAGE Private Wealth Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Oakbrook Terrace
Illinois
United States
Aug 14, 2024
Work Experience
SAGE Private Wealth Group
Investment Committee Chair May 2016 - Present
Email: robert.borchardt@sageprivatewealth.com
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