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Chad Stephens

Chad Stephens

Fixed Income Portfolio Manager at Buckhead Capital Management LLC

Atlanta, GA , United States

About

Chad Stephens is a Fixed Income Portfolio Manager at Buckhead Capital Management LLC in Atlanta, Georgia. In this role, he leads the management of fixed income portfolios for the firm's institutional and individual clients, focusing on strong risk controls and disciplined investment processes tailored to client objectives.

Chad's expertise centers on the fixed income asset class, with a particular emphasis on government, municipal, and corporate bonds. Buckhead Capital primarily serves government entities, which make up approximately 90% of its clientele, with a significant portion concentrated in sectors such as public finance and treasury management.

Stephens holds a Bachelor of Science in Business & Finance with a minor in Economics from the College of Charleston. His career is distinguished by significant experience in portfolio management and fixed income investing, contributing to Buckhead Capital's reputation for stability and personalized service in the investment management industry.

Career History

OrganizationRoleDate RangeDetails
Buckhead Capital ManagementFixed Income Portfolio ManagerUnknown to Present

Education

College of Charleston

Bachelor of Science (B.S.), Business & Finance * Minor Economics

Skills & Expertise

Portfolio Management
Investments
Valuation
Fixed Income
Volatile Markets
Investment Assessment
Investment Risk Management
Portfolio Construction
Asset Liability
Relative Return
Asset Allocation
Mutual Funds
Financial Analysis
Securities
Asset Management
Global Research
Investment Management

Others at Buckhead Capital Management LLC (10)

NameRoleLocation
J
John Swanson
PartnerAtlanta, GA , United States
R
Rick Nelson
Portfolio ManagerAtlanta, GA , United States
Tim Escott
Tim Escott
Portfolio ManagerMarietta, GA , United States
W
Walter Dupre
PartnerAtlanta, GA , United States
C
Cynthia Prince
Portfolio ManagerDuluth, GA , United States
D
Dave Griffin
PMUnited States
K
Kathy Stratton
Portfolio ManagerAtlanta, GA , United States
Matthew Boden
Matthew Boden
Portfolio ManagerAtlanta, GA , United States
M
Matt Reams
Partner at Buckhead Capital ManagementAtlanta, GA , United States
S
Sabrina Macdonald
Investment Portfolio ManagerRoswell, GA , United States