| Name | Title | Contact Details |
|---|---|---|
Kurt Steege |
Chief Information Officer | Profile |
Hilliard Lyons has insights & ideas to help you move from where you are to where you want to go. Founded in 1854 on the simple premise of putting our clients first, Hilliard Lyons provides the complete spectrum of wealth management resources needed to navigate todays complex markets. Central to our mission are the personal relationships that our Financial Consultants forge with our clients, backed by industry research expertise, advanced technology, and innovative approaches to financial planning, estate planning, cash management, lending, business succession, and personal investing. Across seven generations, thousands of individuals, families, and business owners have entrusted their financial futures to Hilliard Lyons. We are single-minded in our commitment to help manage our clients` wealth. As a result, we consistently enjoy top ratings in client satisfaction. Call us today at (800) 444-1854 or visit www.hilliard.com so we can put our experience to work for you, just as we have done successfully for generations of clients. Securities and Advisory Services are offered by J.J.B. Hilliard, W.L. Lyons, LLC (Hilliard Lyons), a Registered Broker Dealer and Investment Advisor, Member NYSE/FINRA/SIPC. Trust Services are offered through our affiliate, Hilliard Lyons Trust Company, LLC. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States.
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Thoma Bravo is a leading private equity firm with a 40-year history, including over $73 billion in assets under management as of September 30, 2020, and a focus on investing in software and technology companies. We pioneered the buy-and-build investment strategy, and we first applied this strategy to the software and technology industries nearly 20 years ago. Since then, our firm has acquired more than 270 software and technology companies representing over $79 billion of value. Our investment philosophy is centered around working collaboratively with existing management teams to drive superior operating results and innovation. We execute through a partnership-driven approach supported by a set of management principles, operating metrics and business processes. We support our companies by investing in growth initiatives and strategic acquisitions that drive long-term value.