Howell Hollis
Director of Research - Equity at Edge Capital Group LLC
Profile
Mr. Howell Hollis is a Director at Edge Capital Group LLC, Edge Capital Partners LLC (Private Equity) and a Director & Portfolio Manager at Edge Capital Partners LLC.
He is on the Board of Directors at Edge Capital Partners LLC.
As a Director, Portfolio Manager, and member of Edge Capital’s Research Team, he studies capital markets and evaluates investment strategies to propose and implement suitable portfolios for clients.
He communicates economic and financial market analysis to other members of the Edge Research Team to formulate a consensus view to be used in managing client assets.
Mr. Hollis spent the next eight years working in investment banking, initially in capital markets structuring and origination, and later in institutional sales & trading.
In 2010, he transitioned his career to investment management.
He received his Bachelor of Arts in Economics from the University of Virginia and an MBA from The University of Texas.
He also earned the Chartered Alternative Investment Analyst (CAIA) designation.
Howell Hollis active positions
| Companies | Position | Start |
|---|---|---|
Edge Capital Partners LLC
 Edge Capital Partners LLC Investment ManagersFinance Edge Capital Partners LLC is a financial advisory firm that assists individuals, families, and institutions by creating investment management solutions. Its services include asset management, corporate finance, and risk management services. The company was founded by Lou Faust and Henry Morgan Jones and is headquartered in Atlanta, GA. | Director/Board Member | - |
Edge Capital Group LLC
 Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Director of Research - Equity | - |
Former positions of Howell Hollis
| Companies | Position | End |
|---|---|---|
Edge Advisors LLC
 Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Director of Research - Equity | - |
Training of Howell Hollis
| University of Virginia | Undergraduate Degree |
| The University of Texas at Austin | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Edge Capital Partners LLC
Edge Capital Partners LLC Investment ManagersFinance Edge Capital Partners LLC is a financial advisory firm that assists individuals, families, and institutions by creating investment management solutions. Its services include asset management, corporate finance, and risk management services. The company was founded by Lou Faust and Henry Morgan Jones and is headquartered in Atlanta, GA. | Finance |
Edge Advisors LLC
Edge Advisors LLC Investment ManagersFinance Edge Advisors LLC is a wealth management firm headquartered in Atlanta, Georgia. The firm was founded in 2006 and is a subsidiary of Edge Capital Partners LLC. Edge Advisors provides comprehensive wealth management exclusively to individuals, families, and institutions with substantial wealth. | Finance |
Edge Capital Group LLC
Edge Capital Group LLC Investment ManagersFinance Edge Capital Group LLC (Edge Capital) is a SEC-registered investment adviser and wealth management firm headquartered in Atlanta, Georgia. The firm was founded by Harry Jones and they are a wholly-owned subsidiary of Focus Operating LLC, ultimately held by Focus Financial Partners, Inc. (NASDAQ: FOCS). Edge Capital provides personalized, comprehensive wealth management services; outsourced CIO services, financial planning, family office services, and investment management services to a mutual fund and separately managed account clients through Edge’s Blue Current division. The firm also serves as the investment adviser to private investment funds and provides other investment consulting services. | Finance |
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