Meet the Team

Steve Hefter

Contact

Send a Message 847.563.3401

Education

Stanford University
Harvard University

Steve Hefter

Partner

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 named the #1 Financial Advisor in Illinois by Barron's since 20101 and the #1 Advisor in Illinois by Forbes since the inception of its state rankings.2 Both Barron's and Forbes rank Steve among the top 25 advisors in the nation.3 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.4 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 children, Justin and Shira. 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.


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Ben Leshem

Contact

Send a Message 847.563.3402

Education

University of Wisconsin - Madison
Loyola University Chicago

Ben Leshem

Partner

Ben is a Partner at HLM Capital Management Group. He joined the team in 1996. His areas of focus include global asset allocation, equity manager selection and fixed income portfolio management. Prior to joining the team, he was a currency trader at Mitsubishi Bank in Chicago, Societe Generale in New York and The Chicago Mercantile Exchange. Ben has been recognized by Barron’s as one of the top 1,200 Financial Advisors by state every year since 201O*. He has a BA in Finance from the University of Wisconsin - Madison, and an MBA in Finance from Loyola University Chicago.

Ben and his wife Andrea live in Highland Park, Illinois with their four boys Jack, Bradley, David and Daniel. Ben is an avid cyclist and enjoys the outdoors. He is passionate about finding cures for pediatric cancer and is on the board of Comer Children’s Hospital at the University of Chicago. Ben’s family enjoys traveling, hiking, and spending time together at their summer home in Union Pier, Michigan.


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Charlie Margolis

Contact

Send a Message 847.563.3403

Education

University of Colorado

Charles Margolis

Partner

Charlie is a Partner at HLM Capital Management Group. He joined the team is 1995. His areas of focus include equity and fixed income portfolio management, diversification strategies for highly concentrated equity holdings, and hedge fund advisory. He is also the equity and fixed income syndicate coordinator. Prior to joining the team, Charlie spent 10 years as an equity and fixed income derivatives trader on the Chicago Board Options Exchange and the Chicago Mercantile Exchange. He has a BA in History from the University of Colorado.

Charlie lives in Lake Forest, Illinois with his wife Jennifer and his two daughters, Jane and Megan. Charlie is a PADI Certified Rescue Diver. He and his family enjoy skiing, travel and theater.


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Micah Nathan

Contact

Send a Message 847.563.3404

Education

University of Michigan

Micah Nathan

Partner

Micah has been managing money for more than ten years and focuses on portfolio construction, manager due diligence, and marketing. Prior to joining HLM Capital Management Group, Micah established several private equity and real estate acquisition companies, and has experience in deal structure and investment analysis. Micah was also an equity options trader at the Chicago Board Options Exchange, and has a BA with honors from the University of Michigan.

Micah and his wife Ellen live in Highland Park, Illinois with their three children, Jonah, Maya and Talia. Micah is an avid basketball player. The family enjoys hiking, skiing, spending time together and taking annual summer trips discovering America.


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Jacob Grant

Contact

Send a Message 847.563.3412

Education

Emory University
Goizueta Business School

Jacob Grant

Financial Advisor

Jake is a Financial Advisor. Since joining the team full-time in September 2018, he primarily focuses on client acquisition and business development. Jake graduated from Emory University as a Robson Scholar with a BBA in Strategic Management from the Goizueta Business School and a BS in political science. Some of his prior work experience includes Hudson Bay Capital, a New York City based hedge fund, and the White House, where he worked in the Office of the Vice President under former Vice President Joe Biden.


Jake, who is originally from Delaware, now lives in downtown Chicago in the Old Town neighborhood with his Husky, Oliver. He is an avid Philadelphia Eagles fan and in his free time enjoys playing golf and tennis


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Michele Aspan

Contact

Send a Message 847.563.3406

Education

University of Illinois

Michele Aspan

Vice President – Client Services

Michele is a Vice President of Client Services. She has been in the financial industry since 1990, and joined Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors in 1992. Her focus on the team is to facilitate new client acquisitions, maintain client portfolios, and implement investment strategy. She has a BS in Psychology from the University of Illinois. Michele lives in Elmhurst with her husband Rick and their two children, Madeline and Tim. They enjoy watching sports, golfing, and vacationing with friends and family


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Kelly Lombardo

Contact

Send a Message 847.563.3405

Education

Harper College

Kelly Lombardo

Vice President – Client Services

Kelly is a Vice President of Client Services. She has been in the financial industry since 1985, and joined Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors in 1995. She primarily focuses on cash management, liability management, research and supervising trade related processes. She is also the primary corporate liaison. She has an Associate Degree from Harper College. Kelly is involved in animal charities and lives in the Northwest suburbs with her husband Scott and their pets.


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Bradley Cordes

Contact

Send a Message 847.563.3405

Education

Western Illinois University

Bradley Cordes

Vice President – Client Services

Brad is a Vice President of Client Services. He has been in the financial industry since 1999, and joined Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors in 2005. He focuses on portfolio analysis, reporting, portfolio maintenance, and special projects. Brad has a BS degree from Western Illinois University. He lives in Libertyville with his wife Karen and their two children, Liam and Broderick. They enjoy playing sports, riding bikes and taking vacations.


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Karen Finerman

Contact

Send a Message 847.563.3408

Education

Elmhurst College

Karen Finerman

Vice President – Client Services

Karen is a Vice President of Client Services. Karen joined Hefter, Advisors in 2013. She focuses on client reporting, performance analysis and the new account process. She has a BA in Accounting from Elmhurst College where she was on the tennis team. She actively supports animal rescue organizations and resides in Northbrook with her husband Eugene and pets.

1. 2019 Barron’s Top 1,200 Advisors

Source: Barron’s “Top 1,200 Advisors,” March 11, 2019, as identified by Barron’s magazine, rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.

2. 2018 Forbes Best In State Wealth Advisors

Source: Forbes.com (February 2018). Best-in-State Wealth Advisors ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings and a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of any one client’s experience. Neither Morgan Stanley Smith Barney LLC nor its Financial Advisors or Private Wealth Advisors pay a fee to Forbes or SHOOK Research in exchange for the ranking. For more information: www.SHOOKresearch.com.

3. 2018 Forbes Top 100 Wealth Advisors

Ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion

4. 2015 Barron’s Top 100 Financial Advisors

Rankings are based on data provided by thousands of advisors. Factors included in the rankings were assets under management, revenue produced for the firm, regulatory record, length of service, quality of practice and client retention.

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