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Jeff Berman has been pursuing his passion for managing client assets for more than 25 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 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 their three children. An avid sports enthusiast, he coaches competitive youth basketball and baseball teams.
“I have always been an avid sports fan and love taking my kids to games and sharing my passion with them. Watching and playing sports has brought us closer together.”
“I played guard on my high school basketball teams. I concentrated on strategy as a way to compete with players bigger, stronger, and faster than me. Now, it’s such a privilege to be able to pass along my strategic focus as I coach these young players and generate a similar excitement in them. I love the life lessons that sports can teach kids.”
“I have always been an avid sports fan and love taking my kids to games and sharing my passion with them. Watching and playing sports has brought us closer together.”
“I played guard on my high school basketball teams. I concentrated on strategy as a way to compete with players bigger, stronger and faster than me. Now, it’s such a privilege to be able to pass along my strategic focus as I coach these young players and generate a similar excitement in them. I love the life lessons that sports can teach kids.”