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Steven Hefter

Founder, Partner and Lead Investment Strategist

HLM Capital Management Group

United States, Illinois, Chicago

About Me

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

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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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