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Steve Schwefel

President

Geneva Partners LLC

United States, Wisconsin, Lake Geneva

About Me

Steve is the President of Geneva Partners. He has more than 35 years of experience assisting clients in managing their investment assets and specializes in portfolio and risk management. Before founding Geneva Partners, Steve started Certes Capital, LLC, a broker-dealer and investment advisory firm where he served as Head of the Investment Committee. He has also held positions as Senior Vice President at Lehman Brothers and Director at Deutsche Bank. Steve earned a bachelor’s degree in economics from the University of Illinois and a Master of Business Administration (MBA) in finance from the Kellogg Graduate School of Management at Northwestern Univer

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Profile Information

President

Geneva Partners LLC

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Lake Geneva

Wisconsin

United States

Aug 16, 2024

Work Experience

Geneva Partners LLC

President
Jan 2004 - Present
Email: schwefel@genevapartnersllc.com

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