Steve H.

President | Wealth Management & Investment Expert

United States of America

I’m a senior level wealth management and investment expert. I have a career background which traverses research, analysis, management, and investment in hedge funds, hedge fund strategies, private ...see more

  • Financial Services Banking & Insurance
  • Professional Services


  • Pre-vetted expert
  • Confirmed hourly rate
  • Available on short notice



Perkins Fund Development & Distribution
2 years
Current position
Dec 2019 - Present
PFD&D develops and distributes investor-related marketing materials for hedge funds and other alternative investment firms.

Chief Investment Officer

Synergie Capital Management, LLC
1 year
Aug 2017 - Dec 2018
Synergie Capital Management is a Systematic Futures Trading Firm

Chief Operating Officer & Portfolio Risk Manager

Mission Advisors
4 years
Dec 2012 - Dec 2016
Missions Advisors is an RIA working with individuals and managing a MLP/Energy Hedge Fund Served as COO and portfolio risk manager for the firm. Responsible for the creation, implementa...see more

Managing Principal

HCL Advisors, LLC
1 year
Dec 2011 - Dec 2012
HCL Advisors, LLC, is a Customized Hedge Fund Research/Advisory Firm Cofounded HCL Advisors to provide customized institutional investment hedge fund research and advisory solutions for...see more

Senior Analyst

BenchmarkPlus Management
4 years
Dec 2007 - Dec 2011
BenchmarkPlus Management is a $1.7 Billion Hedge Fund of Funds Lead analyst sourcing and analyzing new hedge fund investments for the $1.7 billion fund of funds group focusing on managi...see more

Founder & Chief Investment Officer

Trail Ridge Capital LLC
7 years
Dec 2000 - Dec 2007
Trail Ridge Capital, LLC, is a Customized Hedge Fund Research/Advisory Firm Founded Trail Ridge Capital to create custom portfolios of hedge funds structured to meet clients’ targeted r...see more

Director of Manager Research

Dillon Flaherty Partners, LP (now Silver Creek Capital Management)
2 years
Dec 1998 - Dec 2000
Dillon Flaherty Partners, LP, is a Fund of Funds – Long/Short Equity and Market Neutral Served as co-portfolio manager, performing research and due diligence for long/short equity fund ...see more

Senior Manager Research Associate

Tremont Advisors
2 years
Dec 1996 - Dec 1998
Tremont Advisors is a Hedge Fund - Research/Consulting Firm Served as firm specialist for relative value, arbitrage and equity market neutral strategies. Responsible for researching and...see more

Manager of Economic and Performance (Pension Fund Investment Group)

Weyerhauser Co
4 years
Dec 1992 - Dec 1996
The Weyerhauser Pension Fund is a Pension Fund Alternative Research Responsible for researching and evaluating hedge funds, private equity funds, and venture capital funds. This includ...see more


University of Washington
4 years
Dec 1992 - Dec 1996
Instructor within the Department of Economics Responsible for teaching evening courses in Introductory Microeconomics and Introductory Macroeconomics to undergraduates.

Industries, roles and expertise

Industry experience

  • Financial Services Banking & Insurance
  • Professional Services


  • Investments
  • Due Diligence
  • Investment Strategies
  • Asset Management
  • Fund Of Funds
  • Institutional Investors
  • Portfolio Management
  • Risk Management
  • Fixed Income
  • Investor Relations
  • Investment Management