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Steve Manus

Steve Manus

Partner at Chicago Partners Investment Group LLC

Naples, FL , United States

About

Steve Manus is a Partner at Chicago Partners Wealth Advisors, based in Naples, FL, where he leverages his extensive experience to provide investment advisory services to high-net-worth individuals, trusts, and organizations. His role includes portfolio management and designing optimal strategies tailored to clients’ objectives, with a focus on diversified, tax-efficient investment solutions across various asset classes—including equities, fixed income, mutual funds, and private fund offerings.

With a career spanning more than 25 years, Steve previously served as Head of Marketing at Castleark Management LLC and as Vice President at Dimensional Fund Advisors, specializing in institutional client relationships, fund distribution, and strategic marketing. His expertise centers around multi-asset portfolios, mutual funds, ETFs, and custom investment solutions for both private and institutional clients.

Steve holds an MBA in Finance and Marketing from the University of Rochester and a BA in Economics from Union College, providing a robust foundation for his leadership in wealth management. He is recognized for his deep experience guiding both individual and institutional investors in portfolio construction and for his active contributions to advancing best practices in investment advisory services.

Career History

OrganizationRoleDate RangeDetails
Chicago Partners Wealth AdvisorsPartnerDec 2022 to Present
Castleark Management LLCHead of MarketingApr 2004 to Jan 2023
Dimensional Fund AdvisorsVice PresidentJan 1997 to Jan 2004

Education

University of Rochester

Master of Business Administration (M.B.A.), Finance/Marketing

1972 1974

Union College

Bachelor’s Degree, Economics

1968 1972

Skills & Expertise

Business Strategy
Marketing Communications
Business Analysis
Social Media
Statistics
Strategy
Public Speaking
Asset Management

Others at Chicago Partners Investment Group LLC (10)

NameRoleLocation
D
Daniel Toledo
PartnerChicago, IL , United States
James O'Gara
James O'Gara
PartnerGlenview, IL , United States
John Braeseke
John Braeseke
PartnerChicago, IL , United States
J
John Nicholas
PartnerChicago, IL , United States
Mark Toledo
Mark Toledo
PartnerWilmette, IL , United States
William Murray
William Murray
PartnerChicago, IL , United States
Mike O'Connor
Mike O'Connor
PartnerChicago, IL , United States
Nicholas Guido
Nicholas Guido
PartnerWinfield, IL , United States
S
Steve Nelson
PartnerTampa, FL , United States
W
William Proskow
PartnerStratham, NH , United States

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