Steve is a Partner at HLM Capital Management Group. As lead investment strategist, he is responsible for asset allocation and manager selection. Steve founded the team in 1983 at Goldman Sachs. He has been named the #1 Financial Advisor in Illinois by Barron’s since 20101 and the #1 Advisor in Illinois by Forbes since the inception of its state rankings.2 Both Barron’s and Forbes rank Steve among the top 25 advisors in the nation.3 He has been listed in Barron’s annual rankings of the Top 100 Financial Advisors in America since 2004, previously reaching as high as #12 in the nation.4 Steve has a BA in Economics from Stanford University, and an MBA in Finance from Harvard University.
Steve and his wife Janice have been married for over 30 years and have two children, Justin and Shira. Janice and Steve serve on the board of several Midwest offices of national non-profits. Steve is a member of the national board of directors of the International Fellowship of Christians and Jews.
Steve is a Co-Founder, Partner and Senior Portfolio Manager at HLM Capital Management Group. Steve received an MBA in Finance from Harvard University in 1983 and a BA in Economics from Stanford University in 1976. He has been selected by Barron’s as the #1 Advisor in Illinois for each of the past 10 years. He has also been selected by Forbes Magazine as the #1 Investment Advisor in Illinois for each of the 2 years since incepting the rankings in 2018. He is also ranked #16 in Barron’s national ranking of the Top 100 Financial Advisors. He serves on the National Board of the International Fellowship of Christian and Jews. In addition, he sits on the Midwest Boards of Stand With Us and CAMERA. He is also a member of AIPAC’s National Council.