Steve Schoneman, CFA



Client Advisory


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.



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


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

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