Edge Capital Group

Stephen Halkos, CFA 

EDGE_0016_Stephen_Halkos

As a Managing Director and member of Edge Capital’s Strategy and Portfolio Management teams, Stephen oversees the analysis of capital markets research and performs alternative investment due diligence and portfolio management for Edge clients. He also manages the firm’s fund of funds solution and several custom alternatives mandates. Key contributions include 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 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. 

.

Quote icon

I am passionate about helping clients solve complex financial problems and finding unique alternative investment solutions that add differentiated sources of value to their investment objectives. In pursuit of these objectives, I enjoy setting a good example for my colleagues by starting every day with a positive attitude and approaching every investment opportunity with an open mind.

-Stephen Halkos, CFA
Managing Director, Portfolio Manager

Scroll to Top