Edge Capital Group

Stephen Halkos, CFA 


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 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, Head of Investment Strategy

Scroll to Top