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 Advisor in Illinois by Barron Top 1,200 Advisors list 20201 and the #1 Advisor in Illinois by Forbes Best-in-State Wealth Advisors list since the inception of its state rankings (2004-2020).2 He has been listed in Barron's annual rankings of the Top 100 Independent Wealth Advisors list in America since 2004, previously reaching as high as #12 in the nation in 2020.3 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.


CA Insurance Lic. 0K92359 - IL Resident

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 in Illinois every year since 2010-2020*. 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.


CA Insurance Lic. 0K92360 - IL Resident

1. Barron’s Top 1,200 Advisors

Source: The Barron’s Top 1,200 Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.

2. Forbes Best In State Wealth Advisors

Source: The Forbes Best-In-State Wealth Advisor 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.

3. Barron’s Top 100 Financial Advisors

The Barron’s Top 100 Independent Advisors rankings are based on assets under management, revenue generated for the advisors’ firms, and the quality of the advisors’ practices. Investment performance isn’t an explicit factor because clients have varied goals and risk tolerances.