Meet the Team
Steve Hefter
PartnerSteve 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 recognized by Forbes as a Best-In-State Wealth Advisor1 (Illinois State) in 2024. 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 adult children. 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. OK92359 – IL Resident
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Contact
Send a Message 847.563.3402Education
University of Wisconsin - Madison
Loyola University Chicago
Ben Leshem
PartnerBen is a Partner at HLM Capital Management Group. He joined the team in 1996. As portfolio manager, he focuses on global asset allocation and equity manager selection. 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 Forbes as a Best In State Wealth Advisor-Illinois State in 20241. 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 and have four children. 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 is an avid cyclist and enjoys traveling and hiking with Andrea.
CA Insurance Lic. OK92360 – IL Resident
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
1Forbes Best-In-State Wealth Advisors
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 6/30/22 - 6/30/23 (Source: Forbes.com).
The Forbes Best-in-State Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.