Chad Bolen

Chad Bolen, CFA, is a Senior Partner and Senior Research Analyst at Penn Capital Management Company, LLC in Philadelphia. In his role, he also serves as Assistant Portfolio Manager for Penn Capital’s Small Cap, Small to Micro Cap, Small to Mid Cap, and Mid Cap equity strategies, and is a member of the Equity Risk Committee. He has over 20 years of experience focusing primarily on equities in the Consumer Discretionary and Consumer Staples sectors, with particular expertise in the micro to mid-capitalization range.

Prior to joining Penn Capital in 2013, Chad was a Senior Equity Research Associate at Raymond James Financial, where he covered the consumer sector. Earlier, he held roles as a Research Associate and Equity Product Analyst at Raymond James & Associates, contributing research and market analysis for a wide variety of investment products and supporting client-facing teams. He started his career as a financial advisor at Morgan Stanley, giving him a strong background in investment solutions for institutional and high-net-worth clients.

Chad holds a Bachelor of Arts degree in Organizational Behavior and Management from Brown University and carries the Chartered Financial Analyst (CFA) designation. He is recognized for his deep sector knowledge in consumer-focused industries, and his contributions to Penn Capital’s fundamental research and equity portfolio strategy have helped strengthen the firm’s investment process for small and mid-cap equity portfolios.