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

Steve Schwefel
President
Geneva Partners LLC
United States, Wisconsin, Lake Geneva
About Me
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
More profiles to browse
VL
Valerie Lamp
Managing Director
Scott Farrow
Wealth Manager
You Might Like
PM
Prtima MISHRA1
Software Engineer
PA TEST
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc