About
Joe Stevenson is a Principal at The Atlanta Consulting Group, a boutique investment consulting firm based in Atlanta, Georgia. In this leadership position, he is responsible for advising institutional clients and high-net-worth family offices, providing tailored investment guidance and strategic portfolio management.
With over two decades at the firm since 2003, Joe specializes in delivering long-term financial solutions across a variety of asset classes, including equities, fixed income, and alternative investments. His work focuses on constructing diversified portfolios and managing risk for clients in sectors ranging from endowments and foundations to corporate retirement plans.
Although specific educational credentials are not publicly listed, Joe has established his expertise through his extensive tenure and deep client relationships within the investment consulting space. His contributions have supported The Atlanta Consulting Group's reputation for providing sophisticated investment insight and customized advisory services to institutions and affluent families in the Southeastern United States.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| The Atlanta Consulting Group | Principal | Jan 2003 to Present | — |
Others at Atlanta Consulting Group Advisors, LLC (7)
| Name | Role | Location |
|---|---|---|
M Matthew Bauder | Partner | Atlanta, GA , United States |
M Michael Butkus | Partner | Atlanta, GA , United States |
| Partner | Atlanta, GA , United States | |
| Senior Investment Analyst | Atlanta, GA , United States | |
| Investment Analyst | Atlanta, GA , United States | |
| Partner | Atlanta, GA , United States | |
| Investment Analyst | Atlanta, GA , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
D David Citron | CIO | HB Wealth Management, LLC | Baltimore, MD , United States |
| Principal | HB Wealth Management, LLC | Atlanta, GA , United States | |
| Principal | Investment Research & Advisory Group, Inc. | Atlanta, GA , United States | |
A Anno Hardage | Portfolio Manager | Cornercap Investment Counsel Inc. | Atlanta, GA , United States |
I Ian Thomas Zabor | Portfolio Manager | Equity Investment Corp. | Atlanta, GA , United States |
| Portfolio Manager | Equity Investment Corp. | Atlanta, GA , United States |