Steve Hefter

Steve Hefter

Formal First Name
Steven (Steve)

Steve Hefter is a Co-Founder and Partner at HLM Capital Management Group, a team he established in 1983 at Goldman Sachs. As the firm's lead investment strategist, he is responsible for asset allocation and manager selection.

Professional Experience

Academic History

  • Steve Hefter has been selected by Barron’s as the #1 Advisor in Illinois since 2010. 
  • He has been listed in Barron’s annual rankings of the Top 100 Financial Advisors in America since 2004, previously reaching as high as #12 in the nation.
  • He has also been selected by Forbes Magazine as the #1 Investment Advisor in Illinois for each of the 2 years since commencing the rankings in 2018. 
  • Both Barron’s and Forbes rank Steve among the top 25 advisors in the nation.