Meet the Team
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 as the #1 Advisor in Illinois by Barron's Top 1,200 State By State Advisors1 in 2020 and the #1 Advisor in Illinois by Forbes Best-In-State Wealth Advisors2 from 2004-2020. He has been named a Barron's Top 100 Independent Advisors3 from 2004-2020. 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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University of Wisconsin - Madison
Loyola University Chicago
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 as one of the Top 1,200 State By State Advisors1 in Illinois from 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.
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1. Barron's Top 1,200 State By State Advisors
The Barron's Top 1,200 State By State Advisors; Top 100 Independent Advisors ratings are based on the previous year's 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. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
2. Forbes Best-In-State Wealth Advisors
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, which does not receive compensation from the advisors or their firms in exchange for placement on a rating. 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.
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.