Steve Lehman
Director of Research - Equity at Clean Yield Group, Inc.
Profile
Mr. Steven J.
Lehman, CFA, is a Director of Investment Research at Clean Yield Group, Inc. He is responsible for researching publicly traded equities and managing our model portfolios.
Mr. Lehman joined Clean Yield in 2013 and has over 30 years of professional investment experience.
Before entering the investment field, he worked on Capitol Hill for Tom Harkin of Iowa.
Mr. Lehman managed portfolios for individuals at Chicago’s largest bank and later managed a global, multi-asset mutual fund in Pittsburgh.
He graduated with a degree in economics from Ripon College and a master’s in public policy from The University of Chicago.
He holds a Chartered Financial Analyst designation from the CFA Institute.
Steve Lehman active positions
| Companies | Position | Start |
|---|---|---|
Clean Yield Group, Inc.
 Clean Yield Group, Inc. Investment ManagersFinance Clean Yield Group, Inc. is a wealth management firm and registered investment advisor headquartered in Norwich, Vermont. The firm does business as Clean Yield Asset Management (CYAM). CYAM provides investment advisory services to clients, including individuals, institutions, trusts, and foundations. | Director of Research - Equity | - |
Former positions of Steve Lehman
| Companies | Position | End |
|---|---|---|
Federated Investment Management Co.
 Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc. and their ultimate parent is Federated Investors, Inc. (NYSE: FII). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, as well as a variety of separate account options for a wide range of investors. | Portfolio Manager-Equities | 29/11/2010 |
First Chicago NBD Corp.
 First Chicago NBD Corp. Major BanksFinance First Chicago NBD Corp. is a national commercial bank. The company is based in Chicago, IL. First Chicago NBD was acquired by Bank One Corp. on October 01, 1998 for $19,782.21 million. | Corporate Officer/Principal | 29/04/1997 |
| Capitol Hill Associates LP | Corporate Officer/Principal | - |
Training of Steve Lehman
| The University of Chicago | Graduate Degree |
| Ripon College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Federated Investment Management Co.
Federated Investment Management Co. Investment ManagersFinance Federated Investment Management Co. (FIMCO) is a mutual fund manager and SEC-registered investment advisor headquartered in Pittsburgh, Pennsylvania. The firm is a subsidiary of FII Holdings, Inc. and their ultimate parent is Federated Investors, Inc. (NYSE: FII). FIMCO offers domestic and international equity, fixed-income and money market mutual funds, as well as a variety of separate account options for a wide range of investors. | Finance |
First Chicago NBD Corp.
First Chicago NBD Corp. Major BanksFinance First Chicago NBD Corp. is a national commercial bank. The company is based in Chicago, IL. First Chicago NBD was acquired by Bank One Corp. on October 01, 1998 for $19,782.21 million. | Finance |
Clean Yield Group, Inc.
Clean Yield Group, Inc. Investment ManagersFinance Clean Yield Group, Inc. is a wealth management firm and registered investment advisor headquartered in Norwich, Vermont. The firm does business as Clean Yield Asset Management (CYAM). CYAM provides investment advisory services to clients, including individuals, institutions, trusts, and foundations. | Finance |
| Capitol Hill Associates LP |
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