Episode 24 – An Inside Look at the Investment Process — With Steve Billimack CIMA®, CAIA®, AIF®
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HighTower Great Lakes has a highly certified and diverse team of professionals — including Steve Billimack.
When serving high-net-worth clients, the core of HighTower Great Lakes’ planning always boils down to investment consulting. As someone who focuses the most on the investment process, Steve joins Tim Scannell today to discuss what he does and what he brings to the table for clients.
In this episode, you’ll learn:
- About Steve’s background with compliance and research
- How he applies his experience to his everyday work with clients
- What Steve hears clients say they love most about HighTower’s planning process
- How Steve protects clients from a compliance and due diligence standpoint
- About the client-niche that Steve serves and how planning for them is different
- What Steve’s hobby is when he’s not working with clients
- And more!
Listen now to learn about Steve Billimack and get an inside look at the investment process!
Resources: HighTower Great Lakes | Contact Steve: 312-962-3826