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
Steve Swensen
Senior Portfolio Manager
Wintrust Wealth Management
United States, Illinois, Chicago
About Me
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
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