As Managing Director and Head of Investment Strategy, Stephen is responsible for reviewing, researching and developing investment strategies, monitoring industry trends, analyzing data, and communicating critical information to our investment professionals. He also oversees the analysis of capital market research, performs alternative investment due diligence, and manages the firm’s fund of funds solution and several custom alternatives mandates for Edge clients.
In his previous role as a Managing Director and Portfolio Manager, his contributions included leading the Asset Allocation Committee in the development of a new risk management framework and building out the firm’s hedge fund offering.
Stephen has over 20 years of progressive experience in finance and investment management. He has played a leadership role for both Fortune 500 and startup organizations in managing investor relationships and providing financial planning and analysis expertise. Since 2010, he has focused his efforts on investment management for individuals and family offices.
Stephen graduated cum laude from the University of North Texas with a Bachelor of Arts degree in Economics. He studied corporate finance and security analysis at the Wharton School of Business at the University of Pennsylvania, earned a Master of Accounting with Beta Gamma Sigma distinction from the Kenan-Flagler Business School at the University of North Carolina at Chapel Hill, and earned a Master of Business Administration from Georgia State University. He is a Chartered Financial Analyst (CFA) and a member of the CFA Society Atlanta.
Prior to joining our firm, Stephen was the Director of Research for Glenmore Advisors. He also served as a Senior Financial Analyst for The Home Depot and held finance posts with UPS Capital and EchoStar Corporation.
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