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Robert Borchardt

Investment Committee Chair

SAGE Private Wealth Group

United States, Illinois, Oakbrook Terrace

About Me

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

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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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