Chad Bolen

Chad Bolen, CFA, is a Senior Research Analyst, Assistant Portfolio Manager, and Partner at Penn Capital Management Company, LLC, based in Media, PA. He focuses on equity research and portfolio management for the firm’s small cap, small to micro cap, small to mid cap, and mid cap equity strategies, with key responsibilities including stock selection, investment strategy contributions, and risk committee engagement.

His primary investment coverage centers on the Consumer Discretionary and Consumer Staples sectors, where he identifies value opportunities in micro to mid-cap US equities. He also leverages expertise in credit and complete capital structure analysis for non-investment grade companies, integrating fundamental research with quantitative risk management.

Mr. Bolen joined Penn Capital in 2013 and has over 20 years' experience in investment research and portfolio management. Prior to Penn Capital, he served as Senior Equity Research Associate at Raymond James, covering the consumer sector, and worked as a Financial Advisor at Morgan Stanley. He holds a BA in Organizational Behavior and Management from Brown University and is a Chartered Financial Analyst (CFA), recognized for his in-depth industry insights and sector specialization.