Christopher J. Demonte
Managing Director at Cresset
- Role
- Managing Director & Wealth Advisor at Cresset
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Christopher J. Demonte
I have been fortunate to work in wealth management and private banking since 1993, counseling business owners, successful individuals and non-profit organizations on how to achieve their unique goals. As a Wealth Advisor with Cresset, I work with a team of internal and external multidisciplinary experts to understand, enhance and improve upon a clients\' entire wealth picture. This encompasses advising on estate and wealth transfer, financial planning, philanthropic endeavors, banking and credit needs, along with customizing an appropriate investment delivery.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.
Experience
Managing Director & Wealth Advisor
Oct 2017 — Present · Chicago, IL, US
Cresset is a fee-only, registered investment advisor (RIA) emphasizing strong fiduciary principles when providing wealth management services. Through an \"open-source\" approach towards all aspects of its business, Cresset aims to reinvent the way people experience wealth and enhance their financial well-being by expanding access to a proven ecosystem of ideas, solutions and talent.Cresset refers to Cresset Capital Management, CP Parent, LLC, and all of their respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducting advisory business under the name of Cresset Sports & Entertainment, provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset Partners, LLC, provides investment advisory services strictly to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC, and Cresset Partners, LLC, are SEC registered investment advisors.
Education
University of Wisconsin-Madison
Bachelor of Arts, Political Science, International Relations
1989 — 1993
Skills
- Management
- Series 7
- Asset Allocation
- Private Banking
- Portfolio Management
- Financial Advisory
- Investments
- Investment Strategies
- Alternative Investments
- Fixed Income
- High Net Worth Individuals
- Wealth
- Wealth Management
- Wealth Management Services
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