AeroLeads people directory · profile

Stephen Halkos, Cfa Email & Phone Number

Managing Director at SCS Financial
Location: Atlanta, Georgia, United States 7 work roles 4 schools
1 work email found @cfainstitute.org LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@cfainstitute.org
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
SCS Financial
Role
Managing Director
Location
Atlanta, Georgia, United States
Company size
243 employees

Who is Stephen Halkos, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Stephen Halkos, Cfa is listed as Managing Director at SCS Financial, a company with 243 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at cfainstitute.org and a matched LinkedIn profile for Stephen Halkos, Cfa.

Stephen Halkos, Cfa previously worked as Managing Director, Head of Investment Strategy at Edge Capital Group and Director of Research at Glenmore Advisors Llc. Stephen Halkos, Cfa holds Master Of Accounting from University Of North Carolina At Chapel Hill.

Company email context

Email format at SCS Financial

This section adds company-level context without repeating Stephen Halkos, Cfa's masked contact details.

*@cfainstitute.org
68% confidence

AeroLeads found 1 current-domain work email signal for Stephen Halkos, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Stephen Halkos, Cfa

Senior Fortune 500 and startup finance professional with a proven track record of delivering on financial objectives and developing investment solutions. Managed financial plans within Fortune 500 (Home Depot) and startup (Glenmore) companies. Skilled in investment due diligence and investor relationship management. Demonstrated cross-functional leadership skills, with prior roles in finance, accounting, and technology. Currently, as Managing Director and Head of Investment Strategy at Edge Capital Group, Stephen oversees the firm's strategic investment allocation, sources new investment ideas, and assists the team in managing client portfolios. Key contributions have included a new asset allocation methodology for the firm and building out the firm's hedge fund platform.

Listed skills include Portfolio Management, Financial Modeling, Financial Forecasting, Asset Allocation, and 20 others.

Current workplace

Stephen Halkos, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

SCS Financial
Scs Financial
Managing Director
Atlanta, GA, US
Website
scsfinancial.com
Employees
243
AeroLeads page
Company profile
View company profile Email format
7 roles · 28 years

Stephen Halkos, Cfa work experience

A career timeline built from the work history available for this profile.

Managing Director, Head Of Investment Strategy

Current
Edge Capital Group

Atlanta, Georgia, US

COMPANY: Edge Capital is a financial advisory firm with headquarters in Atlanta, GA. Glenmore Advisors merged with Edge Capital in October 2014.SCOPE: Asset allocation and investment due diligence on over $6B in assets. Develops investment recommendations for the firm. Presents investment ideas to clients with a focus on alternative investments. Creates.

2014 - Present ~12 yrs 5 mos

Director Of Research

Glenmore Advisors Llc

COMPANY: Glenmore Advisors is a boutique wealth management firm and registered investment advisor founded in March 2010.SCOPE: Financial reporting, portfolio management, capital markets research, and investment due diligence. Reported to CEO.Participated in a wide array of business activities, building the startup into a viable investment advisory firm..

2010 - 2013 ~3 yrs

Senior Financial Analyst

The Home Depot

Atlanta, Georgia, US

COMPANY: Largest home-improvement retailer in the nation.SCOPE: Oversight of $130M IT budget and budget control on over 200+ IT professionals. Reported to the Director of IT Finance. Promoted from Financial Analyst to Senior Financial Analyst in less than 2 years.Quickly learned the language, processes, and technologies to be able to analyze and manage.

2004 - 2007 ~3 yrs

Financial Analyst

World Satellite Network

COMPANY: $50M provider of cable services, acquired by EchoStar.SCOPE: Financial reporting and presentation of results. Reported to CFO. Promoted in 2 years and offered position following acquisition by EchoStar.Served as a liaison between board members, investors, and executive staff to interpret financial results versus forecasts, pinpoint financial.

2000 - 2003 ~3 yrs

Associate Financial Analyst

Ups Capital

Atlanta, GA, US

Built financial models for capital budgets and company valuation. Reported to the Controller. Promoted within 9 months.

1999 - 2000 ~1 yr

Financial Consultant Intern

Merrill Lynch

New York, NY, US

Provided research and analysis for investment selection. Assisted in expanding the client base by contacting prospective investors.

1998 - 1998
Team & coworkers

Colleagues at SCS Financial

Other employees you can reach at scsfinancial.com. View company contacts for 243 employees →

BS Brandon Seeto Brandon Seeto Colleague at Scs FinancialMilton, Massachusetts, United States, United States View → SH Sam Holbert, Cfp®, Cpwa® Sam Holbert, Cfp®, Cpwa® Colleague at Scs FinancialNew York, New York, United States, United States View → DC Diego Canenguez Diego Canenguez Colleague at Scs FinancialSomerville, Massachusetts, United States, United States View → AB Andrew Burnham Andrew Burnham Colleague at Scs FinancialGreater Boston, United States View → HL Hannah Lapides Hannah Lapides Colleague at Scs FinancialWellesley, Massachusetts, United States, United States View → GB Gerry Burke, Cfa, Cfp® Gerry Burke, Cfa, Cfp® Colleague at Scs FinancialGreater Boston, United States View → WW William Walser William Walser Colleague at Scs FinancialPlymouth County, Massachusetts, United States, United States View → RN Rady Nita Rady Nita Colleague at Scs FinancialCambodia, Cambodia View → XH Xiamin Huynh, Cfa Xiamin Huynh, Cfa Colleague at Scs FinancialWaltham, Massachusetts, United States, United States View → JH Jason Healy Jason Healy Colleague at Scs FinancialBoston, Massachusetts, United States, United States View →
4 education records

Stephen Halkos, Cfa education

Master Of Accounting

University Of North Carolina At Chapel Hill

Master Of Business Administration

Georgia State University - J. Mack Robinson College Of Business

Corporate Finance And Security Analysis

The Wharton School

Ba, Major In Economics, Minor In Music

University Of North Texas
FAQ

Frequently asked questions about Stephen Halkos, Cfa

Quick answers generated from the profile data available on this page.

What company does Stephen Halkos, Cfa work for?

Stephen Halkos, Cfa works for SCS Financial.

What is Stephen Halkos, Cfa's role at SCS Financial?

Stephen Halkos, Cfa is listed as Managing Director at SCS Financial.

What is Stephen Halkos, Cfa's email address?

AeroLeads has found 1 work email signal at @cfainstitute.org for Stephen Halkos, Cfa at SCS Financial.

Where is Stephen Halkos, Cfa based?

Stephen Halkos, Cfa is based in Atlanta, Georgia, United States while working with SCS Financial.

What companies has Stephen Halkos, Cfa worked for?

Stephen Halkos, Cfa has worked for Scs Financial, Edge Capital Group, Glenmore Advisors Llc, The Home Depot, and World Satellite Network.

Who are Stephen Halkos, Cfa's colleagues at SCS Financial?

Stephen Halkos, Cfa's colleagues at SCS Financial include Brandon Seeto, Sam Holbert, Cfp®, Cpwa®, Diego Canenguez, Andrew Burnham, and Hannah Lapides.

How can I contact Stephen Halkos, Cfa?

You can use AeroLeads to view verified contact signals for Stephen Halkos, Cfa at SCS Financial, including work email, phone, and LinkedIn data when available.

What schools did Stephen Halkos, Cfa attend?

Stephen Halkos, Cfa holds Master Of Accounting from University Of North Carolina At Chapel Hill.

What skills is Stephen Halkos, Cfa known for?

Stephen Halkos, Cfa is listed with skills including Portfolio Management, Financial Modeling, Financial Forecasting, Asset Allocation, Alternative Investments, Hedge Funds, Financial Analysis, and Strategic Financial Planning.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.