![Steve Loman](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Steve Loman
Analyst-Equity chez
Gresham Partners LLC
Profil
Mr. Steven G.
Loman, CFA MBA, is a Partner & Investment Director at Gresham Partners LLC.
He is a senior member of the Investment Team.
He spearheads the research and innovation in portfolio construction concepts, ensuring the delivery of superior investment strategies for our clients.
He joined Gresham in 2005.
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, Mr. Loman 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.
Postes actifs de Steve Loman
| Sociétés | Poste | Début |
|---|---|---|
Gresham Partners LLC
 Gresham Partners LLC Investment ManagersFinance Gresham develops customized investment recommendations for each Individual Client based on a variety of factors, including the client?s net worth, investment objectives, risk tolerance, tax status, liquidity requirements, and wealth transfer or philanthropic goals. | Analyst-Equity | 01/01/2008 |
Anciens postes connus de Steve Loman
| Sociétés | Poste | Fin |
|---|---|---|
William Blair & Co. LLC
 William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Corporate Officer/Principal | - |
| STRATTEC SECURITY CORPORATION | Corporate Officer/Principal | - |
Formation de Steve Loman
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
89
Relations au 1er degré
5
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 5 |
|---|---|
STRATTEC Security Corp.
 STRATTEC Security Corp. Auto Parts: OEMProducer Manufacturing Designs, develops, manufactures and markets automotive access control products | Producer Manufacturing |
William Blair & Co. LLC
William Blair & Co. LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
DePaul University
 DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Wisconsin
 University of Wisconsin Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Gresham Partners LLC
Gresham Partners LLC Investment ManagersFinance Gresham develops customized investment recommendations for each Individual Client based on a variety of factors, including the client?s net worth, investment objectives, risk tolerance, tax status, liquidity requirements, and wealth transfer or philanthropic goals. | Finance |
