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.
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 alternative investment 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 graduated cum laude from the University of North Texas with a Bachelor of Arts 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.
Stephen is an accomplished, classically trained musician. He has appeared on the television series Austin City Limits and performed at both the San Jose Jazz Festival and the South by Southwest music conference. Stephen enjoys spending his free time with family. He is married with 2 children and lives in Atlanta, Georgia.