![Sam Chase](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
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.
Prior to joining AIM 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 SIMG is a long-only manager that specializes in domestic equity investment management focused on small and mid-capitalization growth companies. The firm’s bottom-up portfolio construction process yields a blend of Core Growth and Earnings Catalyst stocks to position the portfolio for varying market conditions. | Portfolio Manager-Equities | 31/05/2005 |
Former positions of Sam Chase
| Companies | Position | End |
|---|---|---|
Stephens, Inc.
 Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | 29/11/2005 |
Invesco AIM Capital Management, Inc.
 Invesco AIM Capital Management, Inc. Investment Banks/BrokersFinance Security brokers | Corporate Officer/Principal | - |
Wachovia Securities LLC
 Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Analyst-Equity | - |
Training of Sam Chase
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
93
1st degree connections
6
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 6 |
|---|---|
Stephens, Inc.
Stephens, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Invesco AIM Capital Management, Inc.
Invesco AIM Capital Management, Inc. Investment Banks/BrokersFinance Security brokers | Finance |
Southern Methodist University
 Southern Methodist University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wachovia Securities LLC
Wachovia Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Washington & Lee University
 Washington & Lee University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Stephens Investment Management Group LLC
Stephens Investment Management Group LLC Investment ManagersFinance SIMG is a long-only manager that specializes in domestic equity investment management focused on small and mid-capitalization growth companies. The firm’s bottom-up portfolio construction process yields a blend of Core Growth and Earnings Catalyst stocks to position the portfolio for varying market conditions. | Finance |
- Stock Market
- Insiders
- Sam Chase
