Professionals


Chris Ponteri - MBA

Trust Officer and Wealth Manager

phone (262) 923-5195
email Brookfield Office

Chris is a Wealth Manager with SVA Wealth Management and a Trust Officer with SVA Trust Company, LLC.

Chris has over 18 years of experience in the trust industry. He specializes in post-death administration of estates and trusts.

He focuses on developing relationships with his clients that are based on great customer service. Chris understands that estate planning and administration can be an emotional time for his clients, so he focuses on getting to know the families he works with and understanding their specific needs.

He administers trusts and other fiduciary accounts for high net worth clients and their families. This includes trusts and other individually managed accounts as well as trust services without investment management.

Education

  • Marquette University
    • Master of Business Administration
    • Bachelor of Arts - Communication
  • Cannon Financial Institute - Cannon Personal Trust School
    • Trust I, II and III

Professional Memberships/Affiliations/Activities

  • Treasurer - Love, Inc.
  • Past Board of Directors Member - Love, Inc.

Civic/Community Involvement

Chris volunteers his time and energy with Love, Inc., a nonprofit community service organization that provides services for those in need. He serves on the board of directors as the treasurer and was a past-president of the organization.

Personal

Chris lives in Wind Lake with his wife and has three adult sons (ages 19, 22 and 24). He enjoys running long distances, traveling with his wife and listening to music.