Sam Chase
Portfolio Manager-Equities at Stephens Investment Management Group LLC
Profile
Mr. Samuel M.
Chase is a Senior Portfolio Manager at Stephens Investment Management Group LLC.
His primary sector responsibilities include Consumer Discretionary and Financials.
Prior to joining the firm, Mr. Chase worked for AIM Capital Management, Inc. and was responsible for research and analysis of small capitalization securities on AIM's Small Cap Growth Fund.
Prior to joining AI Capital Management, he worked for Wachovia Capital Associates where he focused on middle market growth capital investments.
Before joining Wachovia Capital, he was employed by Wachovia Securities as an Analyst in the firm's investment banking division.
Mr. Chase earned his Bachelor's degree in History at Washington and Lee University in 1999 and his MBA from the Southern Methodist University in 2004.
He holds a Chartered Financial Analyst designation and his Series 7, 63, and 65.
Sam Chase active positions
| Companies | Position | Start |
|---|---|---|
Stephens Investment Management Group LLC
 Stephens Investment Management Group LLC Investment ManagersFinance Stephens Investment Management Group LLC (SIMG) is a SEC-registered investment advisor headquartered in Little Rock, Arkansas. The firm was founded in 2005 and is a wholly-owned subsidiary of Stephens Investments Holdings LLC, which is a privately held company, owned by the Warren A. Stephens Trust controlled by Warren A. Stephens. SIMG is primarily an investment adviser to institutional accounts, high net-worth individuals and to investment companies. | Portfolio Manager-Equities | 2005-05-31 |
Former positions of Sam Chase
| Companies | Position | End |
|---|---|---|
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Analyst-Equity | 2005-11-29 |
| Invesco AIM Capital Management, Inc. | Corporate Officer/Principal | - |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Analyst-Equity | - |
Training of Sam Chase
| Washington & Lee University | Undergraduate Degree |
| Southern Methodist University | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Stephens, Inc. is a full-service investment bank and brokerage firm headquartered in Little Rock, Arkansas. The firm was founded in 1933 and is a subsidiary of Susi Holdings, Inc., which is owned by Stephens Financial Services LLC. Stephens provides comprehensive securities sales and trading services, including customized solutions for clients in North America and abroad. | Finance |
Stephens Investment Management Group LLC
Stephens Investment Management Group LLC Investment ManagersFinance Stephens Investment Management Group LLC (SIMG) is a SEC-registered investment advisor headquartered in Little Rock, Arkansas. The firm was founded in 2005 and is a wholly-owned subsidiary of Stephens Investments Holdings LLC, which is a privately held company, owned by the Warren A. Stephens Trust controlled by Warren A. Stephens. SIMG is primarily an investment adviser to institutional accounts, high net-worth individuals and to investment companies. | Finance |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Wachovia Securities LLC offered equity, fixed income, and structured products. It was founded in 2001 and was headquartered in St. Louis, MO. | Finance |
| Invesco AIM Capital Management, Inc. | Finance |
- Stock Market
- Insiders
- Sam Chase
