Chris Bergman in

Chris Bergman

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Vice President of Investments, Private Client Advisor at JPMorgan Wealth Management
📍 Summit, New Jersey, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
34 Years
Current Role
Vice President of Investments, Private Client Advisor
Job Level
Senior
Location
Summit, New Jersey, United States
Personality Overview

How Chris shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Chris cares about

Strategic Priorities
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Career

Work history

4-2021
Vice President of Investments, Private Client Advisor
JPMorgan Wealth Management
9-2019 - 12-2020
Vice President Of Business Development
Madison Trust
6-2008 - 9-2019
Senior Financial Consultant
Signature Financial Group LLC
2001 - 2007
Sr. Financial Consultant
PNC Investments
1998 - 2001
Financial Consultant
Smith Barney
In the press

Media appearances

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Education
Education details unavailable
Seton Hall University Stillman School of Business
BS
Seton Hall University
BS Finance
Seton Hall University
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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