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CCO, Portfolio Manager & Financial Advisor
Rob Tutela joined Essex LLC. in 2016 from JPMorgan Asset Management in New York, where he spent a decade in trading, compliance, and operational services for retail and private bank clients. With 20 years in the industry, he now serves as Chief Compliance Officer, Wealth Manager, and a member of the Investment Committee at Essex.
His approach centers on comprehensive planning built around each client’s short and long-term goals, with a focus on investment positioning, risk mitigation, and cash flow management as well as protections and legacy planning. He holds a B.S. in Finance and Business Administration from Montclair State University.
Rob has been named a Five-Star Wealth Manager for two consecutive years (2024–2025) and has been profiled in the Wall Street Journal and Chicago Magazine.
Originally from New Jersey, Rob now calls Lake Zurich, Illinois home, where he lives with his wife, two daughters, and their cat. Outside the office, he’s an avid guitar player who enjoys all types of music, loves trying new foods and traveling with his family to create long standing memories.
*FIVE STAR AWARD DISCLAIMER * This award was issued on 10/01/2025 by Five Star Professional (FSP) for the time period 01/01/2025 through 08/01/2025. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 6399 Chicago-area wealth managers were considered for the award; 362 (6 % of candidates) were named 2025 Five Star Wealth Managers. The following prior year statistics use this format: YEAR: # Considered, # Winners, % of candidates, Issued Date, Research Period. 2024: 6,273, 400, 6%, 10/1/24, 1/9/24 – 8/9/24; 2023: 5,549, 405, 7%, 10/1/23, 1/9/23 – 7/31/23; 2022: 4912, 384, 8%, 10/1/22, 1/24/22 – 7/29/22; 2021: 5635, 386, 7%, 10/1/21, 12/28/20 – 8/6/21; 2020: 4636, 356, 8%, 10/1/20, 1/6/20 – 8/7/20; 2019: 5430, 429, 8%, 10/1/19, 1/7/19 – 8/9/19; 2018: 5449, 435, 8%, 10/1/18, 1/12/18 – 8/17/18; 2017: 3781, 438, 12%, 10/1/17, 12/16/16 – 8/3/17; 2016: 3411, 726, 22%, 9/1/16, 2/26/16 – 8/19/16; 2015: 5833, 716, 12%, 10/1/15, 2/4/15 – 8/3/15; 2014: 8161, 744, 9%, 10/1/14, 2/4/13 – 8/3/13; 2013: 3998, 772, 19%, 10/1/13, 2/4/12 – 8/3/12; 2012: 2970, 780, 26%, 10/1/12, 2/4/11 – 8/3/11. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria. Eligibility criteria – required: 1. Credentialed as a registered investment adviser (RIA) or a registered investment adviser representative; 2. Actively licensed as a RIA or as a principal of a registered investment adviser firm for a minimum of 5 years; 3. Favorable regulatory and complaint history review (As defined by FSP, the wealth manager has not; A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three settled or pending complaints filed against them and/or a total of five settled, pending, dismissed or denied complaints with any regulatory authority or FSP’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through FSP’s consumer complaint process; feedback may not be representative of any one client’s experience; C. Individually contributed to a financial settlement of a customer complaint; D. Filed for personal bankruptcy within the past 11 years; E. Been terminated from a financial services firm within the past 11 years; F. Been convicted of a felony); 4. Fulfilled their firm review based on internal standards; 5. Accepting new clients. Evaluation criteria – considered: 6. One-year client retention rate; 7. Five-year client retention rate; 8. Non-institutional discretionary and/or non-discretionary client assets administered; 9. Number of client households served; 10. Education and professional designations. FSP does not evaluate quality of services provided to clients. The award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their clients’ assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by FSP or this publication. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by FSP in the future. Visit www.fivestarprofessional.com.