Christopher DeMonte

Partner at Cresset

Christopher J. DeMonte, CFA, is a seasoned professional in the wealth management and private banking industries, with a career spanning over three decades since 1993.

Current Role

At Cresset, he serves as a Partner, Managing Director, and Wealth Advisor. Cresset is a fee-only, registered investment advisor (RIA) that emphasizes strong fiduciary principles and an "open-source" approach to wealth management. As part of the firm’s executive committee, Chris works with a team of internal and external experts to advise clients on various aspects of their wealth, including estate and wealth transfer, financial planning, philanthropy, banking and credit needs, and customized investment strategies.1 2

Professional Background

Before joining Cresset in October 2017, Chris held several prominent roles:

Senior Vice President and Wealth Advisor at Neuberger Berman (2013-2017): He was part of a team managing $1.6 billion in assets under management.
Executive Director and Investment Counselor at J.P. Morgan’s Private Bank (2009-2013): He worked with $1.5 billion of high-net-worth and not-for-profit assets.
Director, Investment Strategist at Citi Private Bank (2007-2009).
Managing Director, Senior Portfolio Manager at Optimum Investment Advisors (2006-2007).
Vice President, Portfolio Manager at Northern Trust (2004-2006).
Senior Vice President, Portfolio Manager at U.S. Trust Company (2000-2004) in the Silicon Valley.1 2

Education and Certifications

Chris holds a Bachelor of Arts degree in Political Science and International Relations from the University of Wisconsin-Madison. He is a Chartered Financial Analyst (CFA) charter holder and a member of the CFA Chicago Society. He also holds Series 7 and 66 licenses from FINRA.1 2

Recognitions

Chris has been recognized for his excellence in the field, including being named one of Barron’s Top 100 Independent Advisors, Barron’s Top 1,200 U.S. Financial Advisors, and a Forbes Best-in-State Wealth Advisor since 2021.1 3