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,


Steven Loman
Partner & Investment Officer
Gresham Partners LLC
United States, Illinois, Chicago
About Me
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
ZC
Zhi Chao (Tom) Yeoh
Senior Investment Analyst
JR
Joe Richardson
Partner & Director of Investment Operations and Finance
Jennifer Biaggi Scalise
Vice President, Manager, Investment Operations
Kim Kamin
Principal, Partner and Chief Wealth Strategist
You Might Like
DH
Dennis Hanson
Principal
Jamison Hanson
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners
RD
Russ Degitz
Principal
Huntington University
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)