Jonathan D. Schmeling, Cfa Email & Phone Number

Milwaukee

• I manage the assets of trusts, retirement plans, foundations, personal accounts for Northern Trust's high net worth clients, and fiduciary mandates which are characterized by a high degree of complexity and.
• Managing accounts that often require complex decision making or special handling (e.g. nature of relationship, size/type of assets managed, sensitive client issues, coordinating shared authority with outside.
• Developing, recommending, and directing the execution of programs designed to achieve investment objectives for accounts or family relationships. Reviewing and analyzing investments to select assets and manage.
• Analyzing and planning the overall investment strategy of the portfolio with continuous revision of account objectives in the context of client needs.
• Maintaining extensive contact with clients, co-trustees, consultants, CPA’s, and outside attorneys to ensure communication of trust/agency requirements and coordinate portfolio activity.
• Functioning as senior staff member and technical expert on a peer review team providing regular review of portfolio activities, and in the investment management process.

Greater Chicago Area

I managed both fiduciary & discretionary portfolios for high net-worth individuals & families in Private Client Services/Wealth Management Group. My portfolio management responsibilities included asset allocation, location, cash flow management, stock selection for managed equities (primarily Large Cap) and utilization of both Northern’s proprietary & open.

Chicago

Performed daily audit and valuation for a number of Northern's large corporate client's 401k and Pension Plans. Developed a deep understanding of institutional investment programs and financial accounting.

Chicago

I executed equity and fixed income trades for personal clients in First Chicago Bank's Investment Services division.

Mba, Finance

Activities and Societies: Delta Mu Delta National Honor Society

B.A., Economics