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Gavin Stephens
Chief Investment Officer bei
Goelzer Investment Management, Inc.
Profil
Mr. Gavin W.
Stephens, CFA MBA, is a Chief Investment Officer & Principal at Goelzer Investment Management, Inc. He oversees the firm’s investment philosophy, portfolio management strategies, and research.
He joined Goelzer in 2014, joined the Leadership Team in 2022, and became Chief Investment Officer in January 2024.
Prior to joining Goelzer, Mr. Stephens was the Executive Director of Sales and Marketing for Westminster John Knox Press (WJK), an academic publishing firm.
He was also a member of the executive staff at WJK, creating and implementing corporate budgets and strategic plans for the firm.
He received his Master of Business Administration (MBA) degree from the University of Louisville.
He holds a master’s degree from Harvard University, and a Bachelor of Arts degree in Theological Studies from Hanover College.
Gavin holds the Chartered Financial Analyst (CFA) designation.
Aktive Positionen von Gavin Stephens
| Unternehmen | Position | Beginn |
|---|---|---|
Goelzer Investment Management, Inc.
 Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer’s approach to security analysis is based on fundamental analysis. The firm attempts to measure the intrinsic value of a security through the study of economic and financial factors to determine if the company is underpriced or overpriced. Goelzer provides advice on stocks, bonds, mutual funds and exchange-traded funds (ETFs), liquid non-traditional assets, government and municipal securities, mortgage securities, corporate bonds, private investments, preferred stock, options contracts, and warrants. | Chief Investment Officer | 01.01.2024 |
Ausbildung von Gavin Stephens
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
24
Beziehungen ersten Grades
4
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 4 |
|---|---|
Goelzer Investment Management, Inc.
Goelzer Investment Management, Inc. Investment ManagersFinance Goelzer’s approach to security analysis is based on fundamental analysis. The firm attempts to measure the intrinsic value of a security through the study of economic and financial factors to determine if the company is underpriced or overpriced. Goelzer provides advice on stocks, bonds, mutual funds and exchange-traded funds (ETFs), liquid non-traditional assets, government and municipal securities, mortgage securities, corporate bonds, private investments, preferred stock, options contracts, and warrants. | Finance |
Hanover College
 Hanover College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of Louisville
 University of Louisville Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Harvard Divinity School
 Harvard Divinity School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
