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Christopher J. DeMonte, CFA, joined Neuberger Berman’s Chicago office as a Senior Vice President and Wealth Advisor in 2013. He has over 20 years of wealth management and private banking experience serving as a trusted advisor to successful individuals, closely-held business owners and non-profit organizations. Prior to joining the firm, Chris was with J.P. Morgan Private Bank where he spent four years as an Executive Director and Investment Counselor overseeing more than $1 billion in assets. Chris’ previous experience includes positions as a Director and Investment Strategist at Citi Private Bank and as a Senior Portfolio Manager at both Northern Trust in Chicago and U.S. Trust in Palo Alto, California. Chris began his career in 1994 with the American National Bank & Trust Company. He received a Bachelor of Arts in Political Science and International Relations from the University of Wisconsin-Madison and has been awarded the Chartered Financial Analyst designation. He is also FINRA series 7 and 66 licensed.
“As a Wealth Advisor with Neuberger Berman, I work with a team of internal and external multidisciplinary experts to proactively understand and improve upon a client’s full wealth picture. This occurs through the active management of one’s investments, while having a strong understanding of their estate and tax plan, insurance, philanthropy, as well as banking and credit needs. Serving as a trusted advisor is a great privilege and carries meaningful responsibility. Through a commitment to active listening and prioritizing what is most pertinent to clients and their families, I strive to make the complex more manageable, while keeping clients informed, actively engaged and comfortable for many years to come.”
—Christopher J. DeMonte, Wealth Advisor
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