Steve Lilly
Analyst-Equity chez Silvercrest Asset Management Group LLC
Profil
Mr. Steven R.
Lilly, CFA MBA, is a Managing Director at Silvercrest Asset Management Group LLC.
He joined Silvercrest in 2019 as a result of Silvercrest’s acquisition of Cortina Asset Management, where he was a Portfolio Manager.
He has more than 25 years of experience in the investment industry.
He provides in-depth research on health care, energy, and consumer sectors.
Mr. Lilly has been an institutional investor focused on small and mid-cap growth equities since 1996, spending the first decade of his career with Stein, Roe & Farnham, now known as Columbia Threadneedle.
After five years as an Equity Research Analyst, he began managing small and mid-cap mutual fund and institutional assets in 2001.
After leaving Columbia Management Group in 2005, he served as Portfolio Manager at Peak6 Investments, a leading options trading firm.
Mr. Lilly received a B.S.
from Indiana University and an M.B.A.
from the University of Chicago Booth School of Business.
He holds the Chartered Financial Analyst designation and is a Member of the CFA Institute.
Postes actifs de Steve Lilly
| Sociétés | Poste | Début |
|---|---|---|
Silvercrest Asset Management Group LLC
 Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Analyst-Equity | 30/07/2019 |
Anciens postes connus de Steve Lilly
| Sociétés | Poste | Fin |
|---|---|---|
Cortina Asset Management LLC
 Cortina Asset Management LLC Investment ManagersFinance Founded in 2004, Cortina Asset Management LLC is a registered investment advisor located in Milwaukee, Wisconsin. The firm primarily provides discretionary asset management services to mutual funds, corporations, pension and profit-sharing plans, foundations, trusts, individuals and other separate accounts. They provide discretionary investment management services to a registered investment company, Cortina Funds, Inc. The firm is also the investment adviser to two mutual funds, the Cortina Small Cap Growth Fund – Institutional Shares (CRSGX) and the Cortina Small Cap Value Fund – Institutional Shares (CRSVX) and Investor Shares (CISVX). | Analyst-Equity | 30/07/2019 |
PEAK6 Group LLC
 PEAK6 Group LLC Investment ManagersFinance PEAK6 Group LLC engages in the provision of financial services. It offers apex clearing, capital management, sports, and strategic capital. The company was founded by Matthew Nels Hulsizer and Jennifer Just Makowiec in 1997 and is headquartered in Chicago, IL. | Corporate Officer/Principal | 31/12/2006 |
Columbia Management Advisors, Inc.
 Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Gestionnaire de Portefeuille-Actions | 30/09/2005 |
Formation de Steve Lilly
| Indiana University | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Columbia Management Advisors, Inc.
Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Group, Inc. provides asset management services. The company administers discretionary investment accounts for corporations, foundations, pension and benefit plans and endowments. The company also assists in tax and estate planning and portfolio management for high-net-worth individuals. Columbia Management Group is headquartered in Boston, MA | Finance |
Cortina Asset Management LLC
Cortina Asset Management LLC Investment ManagersFinance Founded in 2004, Cortina Asset Management LLC is a registered investment advisor located in Milwaukee, Wisconsin. The firm primarily provides discretionary asset management services to mutual funds, corporations, pension and profit-sharing plans, foundations, trusts, individuals and other separate accounts. They provide discretionary investment management services to a registered investment company, Cortina Funds, Inc. The firm is also the investment adviser to two mutual funds, the Cortina Small Cap Growth Fund – Institutional Shares (CRSGX) and the Cortina Small Cap Value Fund – Institutional Shares (CRSVX) and Investor Shares (CISVX). | Finance |
PEAK6 Group LLC
PEAK6 Group LLC Investment ManagersFinance PEAK6 Group LLC engages in the provision of financial services. It offers apex clearing, capital management, sports, and strategic capital. The company was founded by Matthew Nels Hulsizer and Jennifer Just Makowiec in 1997 and is headquartered in Chicago, IL. | Finance |
Silvercrest Asset Management Group LLC
Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest Asset Management Group LLC (Silvercrest) is a registered investment advisor and wealth management firm headquartered in New York City. The firm was founded by Martin Jaffe in 2001 and is a wholly-owned subsidiary of Silvercrest LP. Silvercrest provides asset management and family office services to families and select institutional investors. | Finance |
