Profile
“My strongest professional quality is my ability to build trust and long-term relationships, whether with clients, colleagues, or stakeholders”
Danny Ibrahim,
KeyRate Mortgage
Robert Westley, CPA/PFS, CFP®, is a regional wealth advisor at Northern Trust, where he leads comprehensive wealth advisory engagements for ultra-high-net-worth individuals, senior executives, and multi-generational families across the Northeast. He specializes in advanced tax strategy, estate planning, and sophisticated financial planning, delivering integrated, goals-based advice designed to preserve, grow, and transfer wealth with intention and precision.
At Northern Trust, Westley partners closely with clients and their external advisors to design and oversee highly customized wealth strategies. He leverages advanced financial modeling and analytics to optimize outcomes across investment, tax, and estate considerations, helping clients navigate complexity with clarity and confidence. His work often spans multi-generational planning, business transitions, philanthropic structures, and the coordination of family offices and professional teams.
Before joining Northern Trust in 2015, Westley was a senior tax consultant in Deloitte’s Private Wealth practice in New York City, where he advised ultra-wealthy families on complex gift and estate planning, income tax optimization, charitable giving strategies, and family office design.
Westley holds the Certified Public Accountant (CPA), Personal Financial Specialist (PFS), and CERTIFIED FINANCIAL PLANNER™ (CFP®) designations. He is recognized nationally as an authority on wealth management and taxation, frequently featured in leading financial media and published in prominent professional journals. An active member of the AICPA, he has served on multiple personal financial planning committees and task forces, contributing to the advancement of best practices in the profession.
390 Park Ave, 2nd Floor, New York, NY 10022
212 339 7293
raw8@ntrs.com
linkedin.com/in/robertwestleycpa
northerntrust.com/united-states/home
Robert Westley
Regional Wealth Advisor
Northern Trust
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Bio
Milestones
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made”
Danny Ibrahim,
KeyRate Mortgage
2019–2020
2022
2025
Present
2025
Recognized in the 40 Under 40 list by CPA Practice Advisor
2019–2020
Promoted to Regional Wealth Advisor, taking on responsibility for advising ultra-high-net-worth families, key prospects, and top-tier clients across the East Coast
2022
InvestmentNews’ 5-Star Financial Planner
2025
InvestmentNews’ 5-Star Financial Planner
Present
Launched Drucker Tax, integrating tax planning and tax preparation directly into the firm’s wealth management offering to better serve high-income clients
2025
Milestones
As a founding member of WOW! (Women. Opportunity. Winning.), an employee resource group created for all women of Ryan Specialty, Phillips Topping has long championed for women in the industry.
“It’s very important to set an example and to not only inspire but mentor other females,” she adds.
In addition to her sharp marketing eye, the key to Phillips Topping’s success lies in her high-energy approach and positive attitude.
“As the leader of a team, it’s important to motivate and encourage your team members. People work very hard and do their best and it’s important to recognize these efforts. For my career overall, my attitude has been one of curiosity. The more you can learn, the better you’ll understand the business, and then the deeper your knowledge will become, making you a better team member.”
Chief underwriting officer of executive risk at Chubb
President of financial insurance solutions at Kemper
Chief underwriting officer at Axis Capital
CEO of global Insurance at Endurance
CEO of global Insurance at Sompo International
A significant part of his focus today is staying ahead of regulatory change while maintaining a seamless client experience. He tracks updates from regulators and lenders closely and works with his teams to adjust systems as needed.
“My approach to my role and my career has always been rooted in passion, focus, and a relentless pursuit of excellence,” he says. “I’ve never been driven solely by profit or business metrics. I believe in hiring great talent, trusting them, and pushing boundaries because innovation doesn’t come from playing it safe.”
His experience isn’t limited to Canada. Ibrahim has worked in the US and UAE, which shaped his global perspective and comfort with adapting to different markets. He thrives on risk, viewing setbacks as stepping stones to progress.
“I’ve always believed that if you love what you do, you’ll never settle, and that attitude has guided every decision I’ve made,” he adds.
That outlook continues to guide his work and reflects his broader goal of helping move the industry forward. Through his brokerage, lending company, and legal services, Ibrahim is focused on creating long-term value for his clients, his teams, and others working in the field.