Steven Schenker is a Client Portfolio Manager who works with clients in Lake Forest, the Chicagoland area, and southern Wisconsin. He began his industry career in 1983 and spent two decades trading on the floor of the Chicago Board Options Exchange.

Steven brings a diverse understanding of the financial markets to the firm and focuses on helping his clients achieve their goals through a disciplined investment process. This is accomplished through proper asset allocation, portfolio construction, and investment analysis. Steven employs a team approach by closely partnering with Private Bankers, Wealth Planners, and Insurance Specialists to provide the best advice possible for his clients.

Prior to joining the firm, he was a Financial Advisor for Alera Group in Deerfield, Illinois, where he specialized in creating customized investment solutions for both private clients and small businesses.

Steven received his Bachelor of Science degree in chemical engineering from Tulane University and holds FINRA Series 66 registration. He is an Officer and Board Member of Arden Shore Child and Family Services, located in Waukegan, Illinois. Steven currently resides in Highland Park, Illinois.