US Fiduciary Appoints New Director of Research

Share Article

U.S. Fiduciary, L.P. announced the appointment of Mr. Steve Billimack, CIMA, as the new Director of Research for US Fiduciary.

We are extremely delighted that Steve has accepted the post of Director of Research of US Fiduciary. Steve’s deep commitment to thoughtful research and the fiduciary standard are ideal leadership qualities for setting the tone and quality within our Research Department

U.S. Fiduciary, L.P. (http://www.usfiduciary.com), a leading boutique financial services firm focused on serving high-end investment advisors and their high net worth and institutional clients, today proudly announced the appointment of Mr. Steve Billimack, CIMA, as the new Director of Research for US Fiduciary.

Mr. Billimack is a nineteen-year veteran of the industry with a strong background in financial services. He began his career performing compliance for the CBOE and NASD, before leading separate account research for EVEREN Securities and First Union (now Wachovia Securities). He has served as the Chairman of US Fiduciary’s Investment Committee and played an instrumental role in leading the strategic development of US Fiduciary’s Research efforts. In addition to his high net worth clients in Chicago, he advises several not-for- profit institutions. Mr. Billimack will continue to work with his selected clients and take the reigns of US Fiduciary’s Research Department.

US Fiduciary’s platform provides a comprehensive open-architecture solution for financial advisors looking for exchange traded funds, mutual funds, separately managed accounts, and hedge funds. Importantly, the US Fiduciary platform is supported by wholly independent and institutional research provided by CRA RogersCasey. “I am excited to lead US Fiduciary into a market that we are helping to define,” said Billimack. “As a financial advisor working with high net worth families, I appreciate the firm’s strategic focus on their unique needs and sensitivities.”

“We are extremely delighted that Steve has accepted the post of Director of Research of US Fiduciary. Steve’s deep commitment to thoughtful research and the fiduciary standard are ideal leadership qualities for setting the tone and quality within our Research Department,” said Elliot Weissbluth, President of US Fiduciary.

About US Fiduciary, LP

US Fiduciary is a boutique financial services firm focused solely on serving high-end financial advisors and their high net worth and institutional clients. The company’s innovative and integrated offering of Managed Account Solutions, Broker Dealer Solutions, and RIA helps financial advisors and financial institutions manage the increasingly complex needs of wealthy clients. For more information, visit http://www.usfiduciary.com.     

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Quan L. Domaleczny
Visit website