Luke Schillo Email & Phone Number

Greater Chicago Area

As the Director of Planning and Portfolios, Luke works with clients to provide comprehensive solutions to meet their financial goals. Luke coordinates detailed portfolio level analysis, prepares asset allocations based upon specific client needs and assists in the preparation of financial plans, ensuring that clients are comfortable about their future. Equipped with a deep understanding of the risks associated with investing in capital markets, Luke’s advice regarding asset allocation and specific investment solutions has gives his clients confidence when investing for current and future goals.

Chicago, Illinois

As an associate financial adviser at Telemus, Mr. Schillo works with clients to provide comprehensive solutions to meet their financial goals. Luke performs detailed portfolio level analyses, prepares asset allocations based upon specific client needs, and assists in the preparation of financial plans so that clients are comfortable about their future. In addition, Luke’s professional experience in wealth management renders him a well-rounded resource for clients looking for assistance monitoring and maintaining their investment assets.

Chicago

Luke was a Second Vice President at Northern Trust , working as an Associate Portfolio Manager on a Private Client Advisory team, which is comprised of investment, trust, and banking professionals delivering comprehensive wealth management solutions. In this role Luke is responsible for the design, implementation and continuous evaluation of investment portfolios for trust, agency and retirement accounts.

Orland Park

Masters Of Business Administration, Financial Planning

Bachelors Of Business Administration, Finance

Education record