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Stephen Sloan

Stephen Sloan

Managing Partner at Arcus Capital Partners, LLC

Atlanta, GA , United States

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

OrganizationRoleDate RangeDetails
Arcus Capital PartnersManaging PartnerSep 2008 to Present
Wealth management
Credit SuisseManaging DirectorJan 2004 to Sep 2008
Wealth management
JPMorganManaging DirectorMay 1989 to Jan 2004
Investment banking
Shearson Lehman HuttonManaging DirectorJun 1987 to May 1989
Investment banking
E.F. Hutton & CompanySenior Vice PresidentNov 1975 to May 1987
Investment Banking

Education

The University of Georgia

BA, English

1967 1971

Skills & Expertise

Investment Banking
Investment Management
Financial Services
Alternative Investments
Hedge Funds
Equities
Financial Advisory
Private Equity
Series 7
Asset Managment
Investments
Capital Markets
Portfolio Management
Securities
Fixed Income
Asset Allocation
Fund Of Funds
Investment Strategies
Asset Management
Wealth Management
Net
Endowments
High Net Worth Individuals

Others at Arcus Capital Partners, LLC (2)

NameRoleLocation
Ross Singletary
Ross Singletary
Managing PartnerAtlanta, GA , United States
S
Steve Edwards
Managing PartnerAtlanta, GA , United States

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