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Byron S

Series 63, Series 65

Deerfield, IL

Roberts, Glore & Co.

Byron Smythe is a financial advisor at Roberts, Glore & Co. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LaSalle St. Securities, L.L.C. for 15 years prior to his current role. Smythe has been with Roberts, Glore & Co. since 2001. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers customized portfolio management and financial planning, focusing on fundamental analysis of mid- and large-cap equities and fixed-income holdings, with modest use of alternative assets.

Concentrated stock management Active portfolio management Private / alternative investments
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Spencer B

Series 65

Deerfield, IL

Roberts, Glore & Co.

Spencer Bleecker is a financial advisor at Roberts, Glore & Co. with eight years of industry experience. He holds a Series 65 credential and has been with the firm since 2017. Prior to his advisory role, he spent four years at Lake Forest College. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pensions, and nonprofit organizations. The firm manages approximately $938 million in client assets, offering customized portfolio management based on fundamental analysis and valuation, and conducts regular portfolio reviews with a preference for mid- and large-cap equities and fixed-income holdings.

Concentrated stock management Active portfolio management Private / alternative investments
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Clemens C

Series 63, Series 65

Deerfield, IL

Roberts, Glore & Co.

Clemens Ciupke is a financial advisor at Roberts, Glore & Co. with 35 years of industry experience. He has held his current role since 1995 and previously worked at La Salle St. Securities, Inc. from 1989 to 2017. He holds Series 63 and Series 65 designations. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm offers portfolio management and financial planning, constructing customized portfolios that emphasize fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.

Concentrated stock management Active portfolio management Private / alternative investments
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Jim C

Series 63, Series 65

Deerfield, IL

Roberts, Glore & Co.

Jim Calaway is a financial advisor at Roberts, Glore & Co. with 31 years of industry experience. He has been with Roberts, Glore & Co. since 1993 and also worked at La Salle St. Securities, Inc. from 1993 to 2017. Calaway holds Series 63 and Series 65 licenses and serves as a trustee for trust accounts. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pension or profit-sharing plans, and non-profit organizations. The firm creates customized portfolios based on clients’ long-term goals and risk tolerance, focusing on fundamental analysis of equities and fixed-income holdings, with modest use of alternative assets.

Concentrated stock management Active portfolio management Private / alternative investments
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Christopher C

CFP®, Series 63, Series 65

Deerfield, IL

Roberts, Glore & Co.

Christopher Ciupke is a CFP® credentialed financial advisor with Roberts, Glore & Co. in Deerfield, IL, bringing 21 years of industry experience. He worked at LaSalle St. Securities, L.L.C. for 12 years prior to his ongoing tenure at Roberts, Glore & Co. since 2004. Roberts, Glore & Co. provides fee-only investment advisory services to individuals, trusts, family offices, corporate pensions, and nonprofit organizations. The firm manages approximately $938 million in assets, offering customized portfolio management focused on fundamental analysis and regular reviews, using mutual funds, ETFs, and primarily mid- and large-cap equities alongside fixed-income positions.

Concentrated stock management Active portfolio management Private / alternative investments
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