Steve Loman

Mr. Steven G.
Loman, CFA MBA, is a Partner & Investment Officer at Gresham Partners LLC.
He joined the firm in 2005, working on the Operations Team in various capacities before joining the Investment team in 2008.
Mr. Loman is a senior member of Gresham’s Investment Team and a member of its Investment Committee, serving as an Investment Officer for its marketable strategies investment partnerships.
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, he 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.