Steve Lilly

Analyst-Equity chez

Silvercrest Asset Management Group LLC

Finance

Consumer Services

Profil

Mr. Steven R.
Lilly, CFA MBA, is a Managing Director & Portfolio Manager at Silvercrest Asset Management Group LLC.
He has more than 25 years experience in the investment industry.
Mr. Lilly provides in-depth research on health care, energy, and consumer sectors.
Mr. Lilly joined Silvercrest in 2019 as a result of Silvercrest’s acquisition of Cortina Asset Management, where he was a Portfolio Manager.
He 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, Mr. Lilly served as Portfolio Manager at Peak6 Investments, a leading options trading firm.
Mr. Lilly received a BS from Indiana University and an MBA 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 employs a disciplined, value-oriented security selection methodology in their stock picking and an actively managed, bottom-up investment strategy. The firm’s investment capabilities include equity management, fixed-income management, outsourced investments and alternative investments.	Analyst-Equity	30/07/2019

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Anciens postes connus de Steve Lilly

Sociétés	Poste	Fin
Cortina Asset Management LLC Cortina Asset Management LLC Investment ManagersFinance Cortina Asset Management’s primary investment focus is on equity securities, particularly stocks of companies with smaller market capitalizations. The firm generally manages investments in accordance with four model strategies: Small Cap Growth, SMID Growth, Small Cap Opportunity and Small Cap Value. In making investment decisions, Cortina Asset Management primarily uses fundamental analysis.	Analyst-Equity	30/07/2019
PEAK6 Group LLC PEAK6 Group LLC Investment ManagersFinance Provides investment services	Corporate Officer/Principal	31/12/2006
Columbia Management Advisors, Inc. Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate.	Gestionnaire de Portefeuille-Actions	30/09/2005

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Sociétés liées

Entreprise privées	6
Columbia Management Advisors, Inc. Columbia Management Advisors, Inc. Investment ManagersFinance Columbia Management Advisors invests in the US public equity and debt markets. They focus on growth and value stocks of small-cap, mid-cap, and large-cap companies selected on the basis of a top-down approach and thematic and fundamental analysis with a bottom-up stock picking approach to create their equity portfolio mix. The firm benchmarks the performance of its equity portfolios against the S&P 500 Index. Columbia Management Advisors invests in short-term, intermediate-term, and long-term high-quality debt instruments including treasuries, mortgage-backed securities, municipal bonds, agency bonds and asset backed securities to create their debt portfolio mix. The firm uses a combination of their equity and debt strategies to manage balanced portfolios and benchmarks performance against the S&P 500 Index and Lehman Aggregate Index. Though not limited by sector, the firm tends to invests in the stocks of large-cap companies in the technology, energy minerals and consumer non-durables sectors. They maintain a low turnover rate.	Finance
Cortina Asset Management LLC Cortina Asset Management LLC Investment ManagersFinance Cortina Asset Management’s primary investment focus is on equity securities, particularly stocks of companies with smaller market capitalizations. The firm generally manages investments in accordance with four model strategies: Small Cap Growth, SMID Growth, Small Cap Opportunity and Small Cap Value. In making investment decisions, Cortina Asset Management primarily uses fundamental analysis.	Finance
Indiana University Indiana University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
PEAK6 Group LLC PEAK6 Group LLC Investment ManagersFinance Provides investment services	Finance
The University of Chicago Booth School of Business The University of Chicago Booth School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Silvercrest Asset Management Group LLC Silvercrest Asset Management Group LLC Investment ManagersFinance Silvercrest employs a disciplined, value-oriented security selection methodology in their stock picking and an actively managed, bottom-up investment strategy. The firm’s investment capabilities include equity management, fixed-income management, outsourced investments and alternative investments.	Finance