Profiel
Mr. Steven D.
Schoneman, CFA, is a Partner at Cerity Partners LLC.
He has over twenty years of experience in creating customized investment portfolios for high-net-worth individuals, corporate executives, business owners, professional athletes, coaches, foundations, and retirement plans.
Prior to co-founding Cerity Partners, he was a Senior Portfolio Manager and Principal at Legg Mason Investment Counsel designing investment portfolio strategies for high-net-worth individuals and families.
Before Legg Mason, he was a Senior Portfolio Manager and Vice President at Northern Trust, managing assets for high-net-worth individuals and institutional accounts.
Earlier in his career, he was a Senior Portfolio Manager & Vice President at Harris Bank.
Mr. Schoneman received his undergraduate degree from the University of Wisconsin.
Actieve functies van Steve Schoneman
| Bedrijven | Functie | Begin |
|---|---|---|
Cerity Partners LLC
 Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Oprichter | 01-08-2009 |
Eerdere bekende functies van Steve Schoneman
| Bedrijven | Functie | Einde |
|---|---|---|
1919 Investment Counsel LLC
 1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Portefeuillebeheerder-Aandelen | 02-06-2010 |
Opleiding van Steve Schoneman
| University of Wisconsin | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
1919 Investment Counsel LLC
1919 Investment Counsel LLC Investment ManagersFinance 1919 Investment Counsel LLC (1919ic) is a SEC-registered investment advisor headquartered in Baltimore, Maryland. The firm was founded in 2005 and is a wholly-owned subsidiary of Stifel Financial Corp. (NYSE: SF). On November 2014, Stifel acquired 1919ic from Legg Mason, Inc. Prior to and as a result of this acquisition, the firm changed its name from Legg Mason Investment Counsel LLC to 1919 Investment Counsel LLC. 1919ic provides comprehensive investment counsel services to both individual and institutional clients, and financial planning and family office services to individual clients. | Finance |
Cerity Partners LLC
Cerity Partners LLC Investment ManagersFinance Cerity Partners LLC is a SEC-registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Douglas Nardi and Steven Schoneman in 2009 as HPM Partners LLC. Cerity Partners offers customized financial advice to individuals and their families, businesses and their employees, and non-profit organizations. | Finance |
