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Jonathan Schmeling

Senior Portfolio Advisor

Jonathan Schmeling

Expertise

Jon has held the Chartered Financial Analyst (CFA) designation since 2005. He is a member of Delta Mu Delta - Eta Chapter National Honor Society in Business Administration, the CFA Institute, and the CFA Society of Milwaukee.

Experience

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. Due to Jon’s many family ties to the Milwaukee area, Jon joined the Milwaukee office in 2002 from Northern’s downtown Chicago location.

Community Involvement

He served as a member of the Board of Directors for the Juvenile Diabetes Research Foundation, Southeastern Wisconsin Chapter, and has held numerous leadership roles in his local church.

Education

Jon received a B.A. degree in economics from the University of Illinois-Champaign in 1991 and an M.B.A. degree from the Kellstadt Graduate School of Business at DePaul University in 2002.

Credentials

Jon serves as a Senior Portfolio Advisor in the Wealth Management division of the Milwaukee, Wisconsin office. He is responsible for executing investment strategies on behalf of affluent individuals, families and foundations. Jon manages the assets of trusts, retirement plans, foundations and personal accounts for Northern Trust clients.

*Account transaction fees apply.
**Some Allpoint ATMs may still display a surcharge screen during your Allpoint ATM transaction. If that happens, simply select “Yes” to accept the surcharge and proceed with your withdrawal. You will not be charged the ATM operator surcharge fee, no fee will be posted on your ATM receipt and a fee will not be deducted from your account.