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 ranked the #1 advisor in Forbes Best In State Wealth Advisor-Illinois State in 20231 and recognized by Barron’s as a Top 100 Independent Advisor in 20232. 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 adult children. 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


Steven Hefter
Founder, Partner and Lead Investment Strategist
HLM Capital Management Group
United States, Illinois, Chicago
About Me
Profile Information
Founder, Partner and Lead Investment Strategist
HLM Capital Management Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Chicago
Illinois
United States
Feb 17, 2025
Work Experience
HLM Capital Management
Partner Jun 2019 - Present
Email: steve@hlmcapital.com
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