Jonathan Schmeling
Jonathan Schmeling

Jonathan Schmeling Senior Portfolio Advisor

Joined Northern Trust

1996

Education

  • Bachelor of Arts in Economics, University of Illinois, Champaign-Urbana
  • Master in Business Administration, DePaul University

Credentials

  • Chartered Financial Analyst (CFA)
  • Member of the CFA Institute
  • Member of the CFA Society of Milwaukee

Expertise

Jon is a Senior Vice President responsible for providing holistic wealth management services for individuals and families, privately held businesses, family offices and foundations and endowments. Jon has expertise in financial planning, wealth transfer, investments, tax management, and philanthropy. He has over 30 years of experience in financial services and wealth management, serving high net worth clients.

Experience

Due to his many family ties to the Milwaukee area, Jon joined the Milwaukee office in 2002 from Northern's downtown Chicago location. Prior to joining Northern Trust in 1996, Jon was associated with First Chicago Bank where he was an equity/bond trader in their investment services department.

Community Involvement

Jon was previously a board member and treasurer for the Juvenile Diabetes Research Foundation, Southeastern Wisconsin Chapter, and has led many fundraising events for them. Within his local church, Jon has held numerous leadership roles, serving as head elder, treasurer, and president of the congregation.