CoverProfile

Steve Swensen

Senior Portfolio Manager

Wintrust Wealth Management

United States, Illinois, Chicago

About Me

Steve uses his education and his extensive research background to provide comprehensive wealth management advice to high net worth individuals, families, and foundations. He listens carefully to each client’s values, aspirations, and concerns and then implements tailored investment strategies to help them achieve their goals. The financial media generates an incredible amount of distracting noise and confusion. Steve can help you tune it out. Accomplishing your long-term goals doesn’t happen by chasing the latest meme stock. Instead, Steve and the other professionals at Wintrust Wealth Management work with your outside advisors to manage the full spectrum of your financial affairs and imp

View more

Profile Information

Senior Portfolio Manager

Wintrust Wealth Management

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Oct 11, 2025

More profiles to browse

MG
Maria Gordon
Senior Vice President and Portfolio Manager
Profile Photo
Alex Marmitt
Vice President of Investments
Profile Photo
Dave Bruskin
Senior Vice President and Senior Portfolio Manager
Profile Photo
Dominick Allen
Sr. Registered Financial Associate

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
BM
Ba Minuzzi
Founder & CEO
Umana
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services