Jonathan Schmeling

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.

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.

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.

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.

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.