Jeff Berman
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Jeff Berman has been pursuing his passion of managing client assets for more than 20 years. He began his career with LaSalle Bank in 1999 as a Portfolio Manager and in 2010 he joined BMO Harris Private Bank as a Senior Portfolio Manager. Before he left BMO, Jeff was responsible for the largest portfolio nationally with $2B+ in assets under management. The list of accolades and awards is long as Jeff was consistently recognized for his outstanding contributions to his clients and team. He won the prestigious Platinum Award 5 times while at BMO. In early 2022, he co-founded Trifecta Capital Advisors, with BMO colleagues Sue Oleari and Paul Tromp as an independently owned and operated Registered Investment Advisory firm in order to pursue their mission of putting clients first.
Jeff’s expertise is in providing customized investment management solutions for high-net-worth individuals, families, businesses, and organizations. Using carefully selected securities, including individual stocks and bonds, ETFs and equity and bond mutual funds, he crafts portfolios to help clients achieve their specific goals. His approach is to tailor portfolios to meet each client’s objectives and to provide for flexibility. He is known to be decisive yet sensitive – always doing what is in the best interest of his clients. Jeff holds a BS in Finance from DePaul University in Chicago, and an MBA from Lake Forest Graduate School of Management. Jeff resides in Northbrook with his wife Lindsey and children Sloan, Lexi and Trey. An avid sports enthusiast, he coaches competitive youth basketball and baseball teams. |