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George Bullard Stadler
Founder at
HMS Capital Management LLC
Profile
Mr. George B. Stadler, CFA MBA, is a Founding Principal at HMS Capital Management LLC.
He is committed to building successful relationships with our clients.
He brings over 37 years of investment and family wealth management experience to the firm.
He has served on countless non-profit boards and understands the needs and challenges of these organizations as only an insider can.
His knowledge and experience allows him to help foundations and endowments to construct investment portfolios which meet their need for current income and long term growth.
While at SunTrust Bank, he was Regional Managing Director for the Personal Asset Management group where he oversaw the investment management of assets throughout the state of Tennessee.
Previously, he worked at Lee, Danner & Bass as a portfolio manager and at J.C.
Bradford in the syndicate group, where he helped to bring many new issues to market.
He earned a Bachelor’s Degree in Economics and German from Washington & Lee University and received his MBA with a concentration in Finance from the Owen Graduate School of Management at Vanderbilt University.
He holds the prestigious Chartered Financial Analyst designation.
As Assistant Treasurer of Vanderbilt University, he was responsible for the management of Charitable Remainder Trusts and Separately Invested Endowment Funds.
He also managed the stock distributions from the University’s Venture Capital Portfolio and performed extensive due diligence on investment managers for the university.
George Bullard Stadler active positions
| Companies | Position | Start |
|---|---|---|
HMS Capital Management LLC
 HMS Capital Management LLC Investment ManagersFinance HMS builds portfolios for clients based on their targeted goals, risk tolerance, current and future income needs, and risk/reward potential. The firm has various investment models that use a mix of domestic and foreign equities, fixed income securities, mutual funds, exchange traded funds and other suitable investment vehicles. | Founder | 31/03/2009 |
Former positions of George Bullard Stadler
| Companies | Position | End |
|---|---|---|
SunTrust Banks, Inc. (Wealth Management)
 SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc., through their subsidiary, SunTrust Bank (Wealth Management), offers a full line of financial services for consumers and businesses including deposit, credit, and trust and investment services. They also provide mortgage banking, asset management, securities brokerage and capital market services through other subsidiaries. SunTrust operates through three business segments: Consumer Banking and Private Wealth Management, Wholesale Banking, and Mortgage Banking. SunTrust's Consumer Banking and Private Wealth Management segment consists of two primary businesses: Consumer Banking and Private Wealth Management. The Consumer Banking business provides consumer deposits, home equity lines, consumer lines, indirect auto, student lending, bank card, and other consumer loan and fee-based products. The Private Wealth Management business provides a distinct client experience to simplify the complex needs of the high net-worth client. | President | - |
Training of George Bullard Stadler
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
3
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc., through their subsidiary, SunTrust Bank (Wealth Management), offers a full line of financial services for consumers and businesses including deposit, credit, and trust and investment services. They also provide mortgage banking, asset management, securities brokerage and capital market services through other subsidiaries. SunTrust operates through three business segments: Consumer Banking and Private Wealth Management, Wholesale Banking, and Mortgage Banking. SunTrust's Consumer Banking and Private Wealth Management segment consists of two primary businesses: Consumer Banking and Private Wealth Management. The Consumer Banking business provides consumer deposits, home equity lines, consumer lines, indirect auto, student lending, bank card, and other consumer loan and fee-based products. The Private Wealth Management business provides a distinct client experience to simplify the complex needs of the high net-worth client. | Finance |
Washington & Lee University
 Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
HMS Capital Management LLC
HMS Capital Management LLC Investment ManagersFinance HMS builds portfolios for clients based on their targeted goals, risk tolerance, current and future income needs, and risk/reward potential. The firm has various investment models that use a mix of domestic and foreign equities, fixed income securities, mutual funds, exchange traded funds and other suitable investment vehicles. | Finance |
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