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

Profile Photo
David Salsburg
Partner, Founder & President
GS
Greg Schneiderman
Partner, Advisor and Senior Investment Strategist at Gresham Partners, LLC
Profile Photo
Jennifer Biaggi Scalise
Vice President, Manager, Investment Operations
Profile Photo
Joe Simpson
Partner & Portfolio Manager

You Might Like

LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
JB
Joy Bunzel
Client Services
Sierra Investment Management