Stephen Halkos, CFA
Managing Director
Investment Group
Atlanta, GA
As a Managing Director in the Investment Group, Stephen provides asset allocation experience and investment guidance to individuals, family offices, and foundations on both holistic portfolios and custom alternatives mandates.
Stephen is driven by researching unique investment ideas to help clients address complex financial objectives. More recently, he has focused on alternative investment solutions that provide additional sources of value.
Experience
- 20+ years of experience in finance and investment management
- Head of Investment Strategy, Edge Capital (acquired by SCS in 2025)
- Leadership experience in Fortune 500 and startup organizations
- Focused on investment management for individuals and family offices since 2010
- Director of Research, Glenmore Advisors
- Senior Financial Analyst, The Home Depot, and finance roles at UPS Capital and EchoStar Corporation
Education & Credentials
- B.A. in Economics, University of North Texas
- Corporate Finance and Security Analysis, The Wharton School
- M.B.A Georgia State University
- Master of Accounting, UNC Kenan-Flager Business School
- Chartered Financial Analyst (CFA)
Beyond SCS
Stephen lives in Atlanta, GA and enjoys spending time with his wife and three young children. He has a passion for music and is a classically trained pianist and percussionist.
