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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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chicago Partners Wealth Advisors | Partner | Dec 2022 to Present | — |
| Castleark Management LLC | Head of Marketing | Apr 2004 to Jan 2023 | — |
| Dimensional Fund Advisors | Vice President | Jan 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
Others at Chicago Partners Investment Group LLC (10)
| Name | Role | Location |
|---|---|---|
D Daniel Toledo | Partner | Chicago, IL , United States |
| Partner | Glenview, IL , United States | |
| Partner | Chicago, IL , United States | |
J John Nicholas | Partner | Chicago, IL , United States |
| Partner | Wilmette, IL , United States | |
| Partner | Chicago, IL , United States | |
| Partner | Chicago, IL , United States | |
| Partner | Winfield, IL , United States | |
S Steve Nelson | Partner | Tampa, FL , United States |
W William Proskow | Partner | Stratham, NH , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Partner | North Star Investment Management Corp. | Highland Park, IL , United States | |
| Chief Investment Officer | North Star Investment Management Corp. | Chicago, IL , United States | |
A Andrea Wirth | Research Associate | Oak Ridge Investments LLC | Chicago, IL , United States |
A Anne Finley | Trader | Oak Ridge Investments LLC | Chicago, IL , United States |