Steve Billimack
Director of Research - Equity bij HighTower Securities LLC
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 Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Portfolio Manager-Equities | 01-10-2008 |
HighTower Securities LLC
 HighTower Securities LLC Investment Banks/BrokersFinance Founded in 2001, Hightower Securities is a FINRA-registered broker/dealer and government securities dealer located in Chicago, Illinois. The firm is a subsidiary of Hightower Holding LLC. Hightower Securities provides clearing and custody services to their clients through relationships with Fidelity Investments, Charles Schwab & Co., Inc. and JPMorgan Clearing Corp., formerly the clearing arm of BearStearns. | Director of Research - Equity | 24-02-2011 |
Eerdere bekende functies van Steve Billimack
| Bedrijven | Functie | Einde |
|---|---|---|
Fiduciary Asset Management LLC
 Fiduciary Asset Management LLC Investment ManagersFinance Founded in 1994, Fiduciary Asset Management LLC (FAMCO) is a registered investment advisor headquartered in St. Louis, Missouri. The firm originated as the internal asset management group of a large corporate plan sponsor in 1983 and emerged as an independent investment firm in 1994. In 2007, FAMCO was acquired by Piper Jaffray Investment Management, Inc. (PJIM), a wholly-owned subsidiary of Piper Jaffray Cos. (NYSE: PJC). In 2013, the firm was acquired by the Wiley D. Angell Acquisition Trust, an affiliate of FAMCO's CEO, Wiley D. Angell. FAMCO provides investment management services to institutional clients and high net worth individuals through separate accounts and private investment funds. | Portfolio Manager-Equities | - |
West Hills Asset Management, Inc.
 West Hills Asset Management, Inc. Investment ManagersFinance Based in Chicago, West Hills Asset Management Inc., founded in 1991, is a registered investment advisor that provides portfolio management services to individuals, pension plans and non-profit organizations. | President | 30-08-2006 |
Opleiding van Steve Billimack
| DePaul University | Masters Business Admin |
| Loyola University of Chicago | Undergraduate Degree |
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 | 4 |
|---|---|
Fiduciary Asset Management LLC
Fiduciary Asset Management LLC Investment ManagersFinance Founded in 1994, Fiduciary Asset Management LLC (FAMCO) is a registered investment advisor headquartered in St. Louis, Missouri. The firm originated as the internal asset management group of a large corporate plan sponsor in 1983 and emerged as an independent investment firm in 1994. In 2007, FAMCO was acquired by Piper Jaffray Investment Management, Inc. (PJIM), a wholly-owned subsidiary of Piper Jaffray Cos. (NYSE: PJC). In 2013, the firm was acquired by the Wiley D. Angell Acquisition Trust, an affiliate of FAMCO's CEO, Wiley D. Angell. FAMCO provides investment management services to institutional clients and high net worth individuals through separate accounts and private investment funds. | Finance |
West Hills Asset Management, Inc.
West Hills Asset Management, Inc. Investment ManagersFinance Based in Chicago, West Hills Asset Management Inc., founded in 1991, is a registered investment advisor that provides portfolio management services to individuals, pension plans and non-profit organizations. | Finance |
HighTower Advisors LLC
HighTower Advisors LLC Investment ManagersFinance HighTower Advisors LLC (HTA) is a SEC-registered investment advisor headquartered in Chicago, Illinois and has offices throughout the US. The firm was founded in 2008 by Elliot Weissbluth, Peter (Todd) Lyon, and Eugene Lerner. They are a wholly owned subsidiary of Hightower Holding LLC. HTA provides investment advisory services to institutions (which include ERISA), and ultra-high and high net worth individuals. | Finance |
HighTower Securities LLC
HighTower Securities LLC Investment Banks/BrokersFinance Founded in 2001, Hightower Securities is a FINRA-registered broker/dealer and government securities dealer located in Chicago, Illinois. The firm is a subsidiary of Hightower Holding LLC. Hightower Securities provides clearing and custody services to their clients through relationships with Fidelity Investments, Charles Schwab & Co., Inc. and JPMorgan Clearing Corp., formerly the clearing arm of BearStearns. | Finance |
