Steve Hefter
Steve Hefter is a Partner at HLM Capital Management of Wells Fargo Advisors. As lead investment strategist, he is responsible for asset allocation and manager selection. He and his colleagues work exclusively with high net-worth families, preserving and growing wealth for generations to come. Hefter has been managing investments for 38 years—starting as Vice President at Goldman Sachs in 1983. He and his wife serve on the board of several Midwest offices of national nonprofits.
Steve Hefter Professional Experience / Academic History
Professional Experience
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Co-Founder and Partner
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Managing Director
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Vice President
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Vice President
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Vice President
Academic History
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MBA, Finance
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BA, Economics
Hefter founded the team in 1983 after starting at Goldman Sachs.
Shortly after moving to Merrill in 1995, he teamed up with Margolis and Leshem, while Nathan joined in 2008.
All four senior partners were formerly traders at Chicago exchanges.
RECOGNITIONS
Forbes America's Top Wealth Advisors, 2015-2024
Forbes Best-in-State Wealth Advisors, 2018-2024
Barron's Top 1200 Financial Advisors, 2014-2024
Barron's Top 100 Financial Advisors, 2018-2024
Barron's Top 100 Independent Advisors, 2019-2024
CURRENT AFFILIATIONS