Steve Swensen, CIMA^®, is a Senior Portfolio Manager for Wintrust Private Client. His responsibilities include asset allocation, investment analysis, and portfolio construction. Steve collaborates with Wealth Planners and Private Bankers to advise individuals, families, foundations, and corporations on the design and implementation of personalized investment strategies and portfolios to meet their unique goals and needs. 

Prior to joining Wintrust in 2023, Steve was the Chief Investment Officer for a crypto hedge fund focused on yield generation in various DeFi protocols.  Before venturing into crypto, he spent five years with Morgan Stanley as a Portfolio Manager and Alternative Investments Specialist. Prior to that, Steve spent ten years at Wells Fargo Private Bank as an Investment Strategist and before that, Steve spent a decade as an investment and equity analyst for Wasatch Global Investors in Salt Lake City, Janus Capital Management in Denver, and Fidelity Investments in Boston.

Steve graduated with a Bachelor’s degree in Finance from Brigham Young University in 1997, and a Master’s degree from Boston University in Investment Management in 2002. He obtained a second Master’s degree from the London School of Economics in Economic History in 2005 where he graduated with Merit and his dissertation received Distinction and was subsequently published by LSE. He has also earned the Certified Investment Management Analyst designation delivered by the Investments and Wealth Institute and the Wharton School at the University of Pennsylvania. Steve holds FINRA Series 7, 63, and 66 registrations.