Steven McGowan serves as Managing Director and Wealth Advisor at Rothschild Wealth Partners, where he integrates diverse facets of wealth management to meet his clients’ financial objectives. With a focus on investment strategy, tax planning, retirement guidance, and long-term cash flow management, Steven is dedicated to crafting tailored solutions that navigate the complexities of wealth.
A graduate of the University of Wisconsin–Madison, Steven earned a Bachelor of Science in Personal Finance. Before his tenure at Rothschild, he honed his skills over ten years at one of the nation’s largest independent wealth management firms, specializing in holistic wealth management for high-net-worth individuals. Steven is a seasoned financial professional with extensive experience advising individuals and institutions on investment and wealth-management strategies. He is a Chartered Financial Analyst® (CFA®) charterholder and a CERTIFIED FINANCIAL PLANNER® (CFP®) professional, designations that reflect his rigorous training, commitment to ethical standards, and expertise across portfolio management, financial planning, and client service.
Outside of his professional endeavors, Steven is passionate about golfing, trying new restaurants across Chicago, and supporting the Green Bay Packers and Wisconsin Badgers. He also cherishes quality time with family and friends.
