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TOM SITTEMA

Tom is a Partner at StepStone and a co-founder of StepStone Private Wealth. In his position as Executive Chairman, he leads the executive leadership team on strategic initiatives, serves as Board Chairman for all investment fund boards, and also serves on the executive committee of leadership for StepStone Group. StepStone’s Private Wealth team seeks to convert the private-markets advantages enjoyed by large institutional investors into opportunities for individual investors.

 

Prior to joining StepStone, Tom served as the CEO of CNL Financial Group, a $10 billion asset manager providing access for individual investors to the private markets. Mr. Sittema held a variety of leadership roles at Bank of America Merrill Lynch/Bank of America over a 27-year career, including the U.S. Head of Real Estate Investment Trusts and Lodging Investment Banking.

 

Tom received his BA from Dordt University and his MBA from Indiana University’s, Kelley School of Business. He is the co-founder and board chair of LIFT Orlando and serves on numerous boards.  He is Past Chair of the Economic Development Commission of Central Florida, United Way of Central Florida, and Florida Citrus Sports.

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HOLMES FINANCIAL LLC

We are a financial services firm specializing in direct private credit and strategic advisory for the lower middle market. Rooted in decades of experience and powered by deep relationships with borrowers, banks, and sponsors, we offer both the capital and counsel businesses need to scale, adapt, and thrive.

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