We offer clients our unique expertise, delivered in a high-service model.
Institutional Money Management
Clients receive the benefit of our strong backgrounds in the rigors and quality of high-end institutional investment management. We have over 15 years of experience directly managing assets multi-billion dollar endowments, foundations, universities, corporations, and sovereign wealth funds. We bring those institutional money management best-practices to our clients.
Family Office Stewardship and Service
We have worked directly with some of the largest family groups in the country – leading and collaborating with their estate, trust, tax, and planning resources as a true fiduciary advisor - in service of multiple generations. We bring those stewardship and personal service best-practices to our clients today.
Cliff Demarest
Managing Principal
Cliff founded Consilium Wealth Advisory to deliver objective, experienced advice to a select few clients who desire concierge wealth advisory management. He is experienced in asset and manager selection, portfolio management, stock management, financial planning, trust & estate design, credit and banking, and family wealth stewardship.
Cliff also developed Embark, a career and success guide for young people in collaboration with Stanford University’s Design Your Life program.
Experience
Past head of Family Wealth Advisory - Northern Trust
Past Chief Investment Officer - Northern Trust
Past Institutional Investment Manager - Provident Investment Counsel
Certified Personal Wealth Advisor® (CPWA)
Non-Profit Work
Founding Board Member - Foundation Outreach International
Past Board Member - Dallas Opera and Dallas Children’s Theatre
Education
- MBA - University of Southern California
Enjoys family travel, biking, volleyball, and non-profit work.
Nick Blankl
Managing Director
Wealth advisor for families and foundations. Based in Portland, Oregon.
Nick advises business owners on preparing for sale and financial security, and has taught classes on Finance at Portland State University.
Experience
Past Chief Investment Officer - Compendium Capital Management
Past Portfolio Manager - Roxbury Capital
Past Portfolio Manager - Provident Investment Counsel
Chartered Financial Analyst - CFA
Non-Profit Work
- Board Member - International Leadership Academy
Education
- MBA - University of Southern California
Nick enjoys travel, reading, skiing, mountain biking, golfing and following his college and professional sports teams.
George Townsend
Managing Director
Wealth advisor for families and foundations.
George brings many years of experience to his role as Managing Director for Consilium. In his most recent roles as a Senior Portfolio Manager and as a Portfolio Manager Team Leader he provided transparent, objective investment advice that delivered exceptional investment performance for his clients.
George also helped design Consilium’s Capitalize stewardship program that develops a family’s financial, human, and intellectual capital for multiple generations.
Experience
Past portfolio manager at Northern Trust & US Trust
Accounting for non-profit organizations
Certified Financial Planner (CFP)
Education
- MBA - University of Southern California
Enjoys basketball, fishing, comedy, and non-profit work.
Susan Demarest, MS, RD
Client Service & Administration
Susan has extensive experience in family office client service. She worked directly for one of the founding families of Los Angeles, CA in their family office, with an emphasis on community service and philanthropy. She worked with leadership executives of Neuberger Berman, a New York investment management firm, and served administratively at Latham & Watkins, a global law firm. Finally, as a Registered Dietician she worked at clinically for various hospitals in the Los Angeles area.
Education
- BA - Ambassador College, Liberal Arts
- MS - California State University, Nutritional Science
- RD - Registered Dietician
Non-Profit
- YMSL - Plano Young Men's Service League
- Foundation Outreach International Embark Mentor
- Former Committee Member, Dallas Children's Theatre
Susan enjoys international travel, volleyball, cooking, and her family.