Cliff Demarest
Managing Principal at Consilium Wealth Advisory, LLC | Richardson, Texas, United States
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Cliff Demarest serves as the Managing Principal at Consilium Wealth Advisory, LLC, where he leads a dedicated team in delivering a highly personalized wealth management experience. With a robust background as both an institutional money manager and a family office advisor, Cliff leverages his extensive expertise in investments, asset management, and estate planning to craft tailored financial strategies that align with each client’s unique goals. His commitment to providing a concierge financial planning experience sets Consilium apart in the competitive landscape of wealth advisory services.
At Consilium, Cliff oversees key projects that focus on innovative family wealth stewardship, ensuring that clients receive not only superior investment strategies but also comprehensive support in navigating complex financial landscapes. His proficiency in due diligence and investment policy formulation allows him to guide clients through the intricacies of wealth management, from endowments to banking solutions. Cliff's approach is deeply rooted in understanding the personal values and aspirations of his clients, which enables him to create customized financial plans that foster long-term growth and sustainability.
Under Cliff’s leadership, Consilium Wealth Advisory continues to redefine the wealth experience by prioritizing client relationships and delivering exceptional results. His dedication to excellence in financial services, combined with a keen insight into market trends, positions him as a trusted advisor for individuals and families seeking to enhance their financial legacies. Through a blend of strategic foresight and personalized service, Cliff Demarest and his team at Consilium are committed to empowering clients to achieve their financial aspirations with confidence.
Managing Principal at Consilium Wealth Advisory, LLC in September 2011 to Present
Chief Investment Officer, Managing Director of Wealth Advisory at Northern Trust Corporation in June 2005 to September 2011
Senior Vice President & Portfolio Manager at Bank of America in January 2002 to January 2004
Institutional Investment Manager at Provident Investment Counsel in September 1992 to September 2002
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University of Southern California - Marshall School of Business, MBA, January 1996 to January 1998
Ambassador College., BA, January 1987 to January 1992
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Asset Management
Portfolios
High Net Worth Individuals
Investments
Asset Allocation
Equities
Wealth
Portfolio Management
Wealth Management
Capital Markets
Alternative Investments
Foundations
Bonds
Endowments
Mutual Funds
Private Banking
Fixed Income
Banking
Hedge Funds
Bloomberg
Equity Research
Investment Strategies
Investment Policy
Private Equity
Due Diligence
Financial Markets
Team Leadership
Training/Mentoring
Thought Leadership
Series 7
Risk Management
Fund Of Funds
Strategy
Wealth Management Services
Financial Services
Options
Asset Managment
Retirement Planning
Securities
Investment Advisory
Investment Management
Family Office
Estate Planning
Series 63
Strategic Financial Planning
FINRA
Institutional Investments
Trading
Financial Advisory
Financial Analysis
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What is Cliff Demarest email address?
Email Cliff Demarest at [email protected] and [email protected]. This email is the most updated Cliff Demarest's email found in 2026.
What is Cliff Demarest phone number?
Cliff Demarest phone number is +1.2148099821.
How to contact Cliff Demarest?
To contact Cliff Demarest send an email to [email protected] or [email protected]. If you want to call Cliff Demarest try calling on +1.2148099821.
What company does Cliff Demarest work for?
Cliff Demarest works for Consilium Wealth Advisory, LLC
What is Cliff Demarest's role at Consilium Wealth Advisory, LLC?
Cliff Demarest is Managing Principal
What industry does Cliff Demarest work in?
Cliff Demarest works in the Financial Services industry.
Cliff Demarest Email Addresses
Cliff Demarest Phone Numbers
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