Steve Schumacher Investment Services Manager
Joined Northern Trust
Education
- Bachelor of Arts, Finance, University of Wisconsin-Whitewater
Credentials
- Chartered Financial Analyst (CFA)
- CFA Institute
- CFA Society of Milwaukee
Expertise
Steve 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. Steve has expertise in financial planning, wealth transfer, investments, tax management, philanthropy, and family communication He has more than 31 years of experience in wealth management serving high net worth clients.
Experience
Prior to joining Northern Trust in 2008, Steve spent 13 years as a portfolio manager with M&I Investment Management Corporation where he provided investment management services for high net worth individuals, not-profit organizations and corporations. Steve was also a member of the M&I Investment Management New Business Committee and managed a specialized group of portfolio managers. Prior to assuming portfolio management responsibilities at M&I, Steve served in various internal roles including assisting in the investment management process and performing account administration.
Community Involvement
Steve has served in several roles at St. Mary's Catholic Church and School in Menomonee Falls including Trustee, School Committee President and as part of the budget committee. He has also served as a coach for several of his children's sports teams.