Steve Loman
Partner & Investment Director
As a Partner and Investment Director at Gresham, Steve 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.
Steve joined Gresham in 2005. Steve 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, Steve worked as an investment accountant at William Blair & Company and as a financial analyst at STRATTEC Security Corporation.
Outside of work, Steve enjoys CrossFit to have the energy to chase his three young kids on the soccer field.
Chartered Financial Analyst®
Member, CFA® Society of Chicago
Education Background
- B.B.A., Finance and Accounting, University of Wisconsin-Milwaukee
- M.B.A., Finance, DePaul University
