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

Profile Photo
Andy Knott
Senior Vice President, Private Wealth Management
Profile Photo
Dave Bruskin
Senior Vice President and Senior Portfolio Manager
Profile Photo
Michael Smyth
Chief Financial Officer
Profile Photo
Westley Iller
Senior Vice President

You Might Like

KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management