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Steve Schoneman, CFA

Partner

Chicago

Client Advisory

Biography

Steve is a Partner in the Chicago office and has over twenty years of experience in creating customized investment portfolios for high-net-worth individuals, corporate executives, business owners, professional athletes, coaches, foundations, and retirement plans.

Prior to co-founding Cerity Partners, Steve was a Senior Portfolio Manager and Principal at Legg Mason Investment Counsel designing investment portfolio strategies for high-net-worth individuals and families. Before Legg Mason, Steve was a Senior Portfolio Manager and Vice President at Northern Trust, managing assets for high-net-worth individuals and institutional accounts. Earlier in his career, Steve was a Senior Portfolio Manager & Vice President at Harris Bank.

 

Education

  • B.A. in Finance from the University of Wisconsin

Highlights

  • Chartered Financial Analyst
  • Member of the CFA Institute
  • Member of the CFA Society of Chicago

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By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.