Steve Hefter
Steve Hefter is a Co-Founder and Partner at HLM Capital Management Group, a team he established in 1983 at Goldman Sachs. As the firm's lead investment strategist, he is responsible for asset allocation and manager selection.
Steve Hefter Professional Experience / Academic History
Professional Experience
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Co-Founder and Partner
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Vice President
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Vice President
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Vice President
Academic History
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MBA, Finance
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BA, Economics
- Steve Hefter has been selected by Barron’s as the #1 Advisor in Illinois since 2010.
- 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.
- He has also been selected by Forbes Magazine as the #1 Investment Advisor in Illinois for each of the 2 years since commencing the rankings in 2018.
- Both Barron’s and Forbes rank Steve among the top 25 advisors in the nation.