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About
William J. Fielitz, CHFC®, CFP®, is a Principal at Chatham Capital Group, Inc. in Savannah, GA, where he leads in the areas of financial planning and portfolio management for high-net-worth individuals, families, and charitable entities. With over two decades of investment experience, Bill is integral to Chatham's executive decision-making team, leveraging sophisticated investment strategies and technology to meet complex client needs and deliver long-term value.
Bill's focus encompasses a wide range of asset classes, including equities with a particular expertise in uncovering value opportunities in small-cap companies, as well as fixed income and custom portfolio solutions tailored to client objectives. His approach is rooted in identifying under-the-radar investment prospects and efficiently distilling complicated financial situations into actionable strategies.
Prior to joining Chatham in 2003, Bill served as a Financial Consultant with A.G. Edwards and Prudential Securities, building a foundation in client advisory and investment management. He holds a Bachelor of Arts in Finance from Birmingham-Southern College and maintains both Chartered Financial Consultant (ChFC®) and Certified Financial Planner (CFP®) designations, underscoring his commitment to professional excellence and client education.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Chatham Capital Group | Principal | Sep 2003 to Present | — |
| A.G. Edwards | Financial Consultant | Jan 2000 to Sep 2003 | — |
| Prudential Securities | Financial Consultant | Jan 1997 to Jan 2000 | — |
| Haverty's Furniture | Management | Nov 1992 to Aug 1997 | — |
| St. Louis Cardinals Organization | Baseball Player | May 1989 to Sep 1992 | — |
Education
Birmingham-Southern College
BA, Finance
1985 — 1989
Skills & Expertise
Others at Chatham Capital Group, Inc. (4)
| Name | Role | Location |
|---|---|---|
F Frederick Muller | Principal | Savannah, GA , United States |
J Jason Allen | Principal | Hilton Head Island, SC , United States |
| Principal | Savannah, GA , United States | |
T Ted Muller | Principal Consultant | Savannah, GA , United States |