Steve Loman
Analyst-Equity at Gresham Partners LLC
Profile
Mr. Steven G.
Loman, CFA MBA, is a Partner & Investment Officer at Gresham Partners LLC.
He joined the firm in 2005, working on the Operations Team in various capacities before joining the Investment team in 2008.
Mr. Loman is a senior member of Gresham’s Investment Team and a member of its Investment Committee, serving as an Investment Officer for its marketable strategies investment partnerships.
He plays a lead role in the sourcing and evaluation of prospective investments, as well as the ongoing monitoring of existing investments.
He developed a framework and evaluated the systems to help the Investment Team qualitatively and quantitatively monitor and analyze holdings, attribution, exposures and risk factors for the marketable securities partnerships, active and prospective managers.
Prior to Gresham, he worked as an Investment Accountant at William Blair & Company and as a Financial Analyst at STRATTEC Security Corporation.
He received his undergraduate degree from the University of Wisconsin and an MBA from DePaul University.
Steve Loman active positions
| Companies | Position | Start |
|---|---|---|
Gresham Partners LLC
 Gresham Partners LLC Investment ManagersFinance Gresham Partners LLC (Gresham) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by David Salsburg and Ben Beavers in 1997. Gresham provides investment and wealth planning services to ultra-high net worth individuals, their families and family households, as well as their related trusts, estates, retirement plans, family offices, private trust companies, foundations and endowments. | Analyst-Equity | 01/01/2008 |
Former positions of Steve Loman
| Companies | Position | End |
|---|---|---|
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Corporate Officer/Principal | - |
| STRATTEC SECURITY CORPORATION | Corporate Officer/Principal | - |
Training of Steve Loman
| University of Wisconsin | Undergraduate Degree |
| DePaul University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Listed companies | 1 |
|---|---|
| STRATTEC SECURITY CORPORATION | Producer Manufacturing |
| Private companies | 2 |
|---|---|
Gresham Partners LLC
Gresham Partners LLC Investment ManagersFinance Gresham Partners LLC (Gresham) is an independent registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by David Salsburg and Ben Beavers in 1997. Gresham provides investment and wealth planning services to ultra-high net worth individuals, their families and family households, as well as their related trusts, estates, retirement plans, family offices, private trust companies, foundations and endowments. | Finance |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance William Blair & Co. LLC (William Blair) is a SEC-registered broker/dealer firm headquartered in Chicago, Illinois. The firm was founded by William McCormick Blair in 1935 and is a subsidiary of WBC Holdings LP. Until 1941, they were known as Blair, Bonner & Co. William Blair provides broking services to individual, institutional and issuing clients. | Finance |
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