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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

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Profile Information

Senior Portfolio Manager

Wintrust Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Jan 11, 2025

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