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About
Stephen Sloan is Chairman & Managing Partner at Arcus Capital Partners in Atlanta, Georgia, where he oversees the firm’s investment strategy and client advisory services. He specializes in private wealth management, drawing on over 40 years of financial services experience to guide clients through asset allocation and portfolio construction across multiple economic cycles. His investment focus at Arcus includes equities, fixed income, alternative investments, and multi-asset portfolios tailored for high-net-worth individuals and families.
Before co-founding Arcus Capital Partners in 2008, Sloan served as Managing Director and Regional Sales Manager at Credit Suisse Private Bank and previously held a similar role at JPMorgan Private Bank, where he gained deep expertise in advising private clients. Earlier in his career, he worked at E.F. Hutton, broadening his understanding of client needs and diverse investment vehicles.
Sloan holds a BA in English from the University of Georgia. His professional achievements include developing investment approaches shaped by extensive market experience and contributing to charitable organizations through leadership roles, notably serving as Vice Chairman of The Tour Championship at East Lake Golf Club for fifteen years.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Arcus Capital Partners | Managing Partner | Sep 2008 to Present | Wealth management |
| Credit Suisse | Managing Director | Jan 2004 to Sep 2008 | Wealth management |
| JPMorgan | Managing Director | May 1989 to Jan 2004 | Investment banking |
| Shearson Lehman Hutton | Managing Director | Jun 1987 to May 1989 | Investment banking |
| E.F. Hutton & Company | Senior Vice President | Nov 1975 to May 1987 | Investment Banking |
Education
The University of Georgia
BA, English
1967 — 1971
Skills & Expertise
Others at Arcus Capital Partners, LLC (2)
| Name | Role | Location |
|---|---|---|
| Managing Partner | Atlanta, GA , United States | |
S Steve Edwards | Managing Partner | Atlanta, GA , United States |
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