Stephen Angelo Halkos
Director/Board Member at Edge Capital Partners LLC
Profile
Mr. Stephen A.
Halkos, CFA MBA, is a Managing Director at Edge Capital Group LLC.
He is on the Board of Directors at Edge Capital Partners LLC.
He is a member of Edge Capital’s Research and Portfolio Management teams, he oversees the analysis of our capital markets research and performs investment due diligence and portfolio management for our clients.
He is particularly skilled at educating clients on potential investment opportunities and appreciates the challenge of staying ahead of the latest investment trends.
He is also an expert at incorporating new technology into the investment process to improve the overall client experience and provide better transparency for investors.
More recently, he was chosen to lead the asset allocation team, spearheading the development of a new risk management process designed to increase consistency and performance across the firm.
Prior to joining the team at Edge, Mr. Halkos was the Director of Research for Glenmore Advisors.
He also worked as a Senior Financial Analyst for The Home Depot and held finance posts with UPS Capital and EchoStar Corporation.
He 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 is a member of the Atlanta Society of Finance and Investment Professionals.
Stephen Angelo Halkos active positions
Companies | Position | Start |
---|---|---|
Edge Capital Partners LLC
Edge Capital Partners LLC Investment ManagersFinance Edge Capital Partners LLC is a financial advisory firm that assists individuals, families, and institutions by creating investment management solutions. Its services include asset management, corporate finance, and risk management services. The company was founded by Lou Faust and Henry Morgan Jones and is headquartered in Atlanta, GA. | Director/Board Member | - |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Analyst-Equity | 2018-07-31 |
Former positions of Stephen Angelo Halkos
Companies | Position | End |
---|---|---|
Edge Advisors LLC
Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Analyst-Equity | 2018-06-30 |
ECHOSTAR CORPORATION | Corporate Officer/Principal | - |
UPS Capital Corp.
UPS Capital Corp. Finance/Rental/LeasingFinance UPS Capital Corp. is focused primarily on providing financial services to businesses whose supply chains span international borders, such as U.S.-based businesses that manufacture or import goods overseas for sale in the U.S. The company was founded in 1998 and is headquartered in Atlanta, GA. | Corporate Officer/Principal | - |
Glenmore Advisors LLC
Glenmore Advisors LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Glenmore Advisors LLC is a company that provides financial advisory services. The company is based in Atlanta, GA. Glenmore Advisors was acquired by Edge Capital Partners LLC from The Gleneagles Group LLC on October 27, 2014. | Corporate Officer/Principal | - |
Training of Stephen Angelo Halkos
Georgia State University | Masters Business Admin |
University of North Texas | Undergraduate Degree |
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Listed companies | 1 |
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ECHOSTAR CORPORATION | Communications |
Private companies | 5 |
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Edge Capital Partners LLC
Edge Capital Partners LLC Investment ManagersFinance Edge Capital Partners LLC is a financial advisory firm that assists individuals, families, and institutions by creating investment management solutions. Its services include asset management, corporate finance, and risk management services. The company was founded by Lou Faust and Henry Morgan Jones and is headquartered in Atlanta, GA. | Finance |
UPS Capital Corp.
UPS Capital Corp. Finance/Rental/LeasingFinance UPS Capital Corp. is focused primarily on providing financial services to businesses whose supply chains span international borders, such as U.S.-based businesses that manufacture or import goods overseas for sale in the U.S. The company was founded in 1998 and is headquartered in Atlanta, GA. | Finance |
Edge Advisors LLC
Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Finance |
Glenmore Advisors LLC
Glenmore Advisors LLC Investment ManagersFinance Part of Focus Financial Partners, Inc., Glenmore Advisors LLC is a company that provides financial advisory services. The company is based in Atlanta, GA. Glenmore Advisors was acquired by Edge Capital Partners LLC from The Gleneagles Group LLC on October 27, 2014. | Finance |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Finance |
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