Steven Schenker Email & Phone Number

United States

Lake Forest

Develop strategies for clients to achieve their investment goals through proper asset allocation and portfolio construction. Assess and manage risk in client portfolios. Provide highly personalized service to build long-term, valued relationships.Wintrust is a financial holding company with assets of approximately $20 billion whose common stock is traded on the NASDAQ Global Select Market. Built on the "HAVE IT ALL" model, Wintrust offers sophisticated technology and resources of a large bank while focusing on providing service-based community banking to each and every customer. Wintrust operates fifteen community bank subsidiaries, now with over 120 banking locations located in the greater Chicago and Milwaukee market areas. Additionally, the Company operates various non-bank business units including one of the largest commercial insurance premium finance companies operating in the United States and Canada, a company providing short-term accounts receivable financing and value-added out-sourced administrative services to the temporary staffing services industry, a business unit engaging primarily in the origination and purchase of residential mortgages for sale into the secondary market throughout the United States, and companies providing wealth management services.

Recommended financial investments, insurance and employee benefit plans to individual clients and businesses. Participated in new business development and portfolio management.

Traded equity and index options. Maintained a high degree of consistent profitability and professionalism. Successfully managed risk exposure for over 20 years of turbulent market conditions.

Houma, Louisiana