CoverProfile

Steven Loman

Partner & Investment Officer

Gresham Partners LLC

United States, Illinois, Chicago

About Me

As a Partner and Investment Officer at Gresham, Steve is a senior member of the Investment Team. He spearheads the research and innovation in portfolio construction concepts, ensuring the delivery of superior investment strategies for our clients. Steve joined Gresham in 2005. Steve plays a lead role in the sourcing and evaluation of prospective investments, as well as the ongoing monitoring of existing investments. He developed a framework and evaluated the systems to help the Investment Team qualitatively and quantitatively monitor and analyze holdings, attribution, exposures and risk factors for the marketable securities partnerships, active and prospective managers. Prior to Gresham,

View more

Profile Information

Partner & Investment Officer

Gresham Partners LLC

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Chicago

Illinois

United States

Oct 27, 2024

Work Experience

Gresham Partners, LLC

Partner & Investment Officer
Jan 2022 - Present
Email: sloman@greshampartners.com

More profiles to browse

GS
Greg Schneiderman
Partner, Advisor and Senior Investment Strategist at Gresham Partners, LLC
ZC
Zhi Chao (Tom) Yeoh
Senior Investment Analyst
BB
Ben Beavers
Partner, Founder & Chairman
Profile Photo
Kim Kamin
Principal, Partner and Chief Wealth Strategist

You Might Like

BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC