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 recognized by Forbes as a Best-In-State Wealth Advisor1 (Illinois State) in 2024. 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 the International Fellowship of Christians and Jews.


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
Aug 29, 2025
Work Experience
HLM Capital Management
Founder, Partner and Lead Investment Strategist Jun 2019 - Present
Email: steve@hlmcapital.com
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