Profiel
Mr. Steven R.
Billimack is a Managing Director at HighTower Advisors LLC and at HighTower Securities LLC.
He has more than 25 years of financial services experience.
He specializes in guiding clients to help them achieve their long-term financial goals.
Prior to joining HighTower as the very first advisor partner in 2008, he managed a fee-based investment advisory practice as a Senior Managing Director with U.S.
Fiduciary (USF).
He also served as the President of West Hills Asset Management, directing both the asset management practice and the institutional research practice supporting outside CPAs, banks and brokerage firms.
His passion for independent research has enabled him to hold additional positions in the past, such as Director of Research and Chairman of the Investment Committee, at both USF and HighTower.
Mr. Billimack earned his Bachelor of Business Administration degree in Finance from Loyola University of Chicago and Master of Business Administration degree in Finance from DePaul University.
He also holds the Chartered Alternative Investment Analyst (CAIA) and Certified Investment Management Analyst (CIMA) designations, which focus on non-traditional investment offerings and investment consulting, respectively.
He also holds the Accredited Investment Fiduciary (AIF) designation, further strengthening his education as an investment fiduciary for clients.
Actieve functies van Steve Billimack
| Bedrijven | Functie | Begin |
|---|---|---|
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Portefeuillebeheerder-Aandelen | 01-10-2008 |
HighTower Securities LLC
HighTower Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Directeur van Onderzoek - Eigen Vermogen | 24-02-2011 |
Eerdere bekende functies van Steve Billimack
| Bedrijven | Functie | Einde |
|---|---|---|
Fiduciary Asset Management LLC
Fiduciary Asset Management LLC Investment ManagersFinance Provides investment advice | Portefeuillebeheerder-Aandelen | - |
West Hills Asset Management, Inc.
West Hills Asset Management, Inc. Investment ManagersFinance West Hills prefers no-load mutual funds that are value oriented and have a strong commitment to shareholder interests. They do not pick 'hot' funds, believing instead that a smart, consistently applied value-based investment style is the best way to achieve good returns in the end. They do not attempt to time the market. | President | 30-08-2006 |
Opleiding van Steve Billimack
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Fiduciary Asset Management LLC
Fiduciary Asset Management LLC Investment ManagersFinance Provides investment advice | Finance |
West Hills Asset Management, Inc.
West Hills Asset Management, Inc. Investment ManagersFinance West Hills prefers no-load mutual funds that are value oriented and have a strong commitment to shareholder interests. They do not pick 'hot' funds, believing instead that a smart, consistently applied value-based investment style is the best way to achieve good returns in the end. They do not attempt to time the market. | Finance |
DePaul University
DePaul University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Loyola University of Chicago
Loyola University of Chicago Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Hightower Advisors LLC
Hightower Advisors LLC Investment ManagersFinance HighTower’s investment process begins by establishing each client's investment goal and risk tolerance. Once a client's investment statement has been developed and reviewed, portfolios are designed and managed using a mix of investments, including stocks, bonds, mutual funds (stock funds, bond funds and other asset classes), options, warrants, real estate investment trusts REITS, ETFs, alternative investments, and other securities as chosen by the firm. | Finance |
HighTower Securities LLC
HighTower Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
















