Steve Billimack, CAIA®, CIMA®
Managing Director, Partner
Mr. Billimack is a Managing Director and Partner at HighTower. Mr. Billimack brings more than 20 years of experience in the financial services industry to his wealth management clients.
"I begin by understanding my client’s aspirations, investment time horizon and risk tolerance. I then coordinate with my client’s other trusted advisors, including estate planners and CPAs, to design a customized, long-term investment strategy. The end result strives to provide my clients with the peace of mind derived from a personalized, well articulated and documented investment plan."
Prior to joining HighTower, he managed a fee-based investment advisory practice as a Senior Managing Director with U.S. Fiduciary. Mr. Billimack’s wealth management practice also leverages his significant experience in mutual fund, separate account and alternative investment research. At times during his tenure at USF and HighTower, he also held the positions of Director of Research and Chairman of the Investment Committee. As President of West Hills Asset Management, before the firm’s merger with USF, Mr. Billimack directed both the asset management practice and West Hills Institutional, which provided investment advisory services and research to other financial services firms including CPAs, banks and brokerage firms. In the late 1990’s, Mr. Billimack was a VP & Manager of Due Diligence in First Union’s Consulting Services Group (Formerly EVEREN Securities), overseeing research for First Union’s Separately Managed Accounts platform. While obtaining his MBA in Finance from DePaul University, Mr. Billimack was a Senior Examiner with The Chicago Board Options Exchange and previously the National Association of Securities Dealers. He began his career as a Financial Consultant with Shearson Lehman Hutton. Mr. Billimack holds both the Chartered Alternative Investment Analyst and Certified Investment Management Analyst designations and a BBA in Finance from Loyola University of Chicago.